Welcome to Our Information Center
This area has contains many different area of information. Please take a look around and if you have any questions, don't hesitate to contact us!
The downloadable forms within this section are PDF files and REQUIRE Adobe Acrobat Reader to be able to view / print them. If you do not have it installed on your computer, it can be downloaded for free at: www.adobe.com
Tax Changes / Information (click here to open/close)| NEW - Below is a list of the New/Updated Tax Forms and Information that we want you to be aware of. |
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| • | H.I.R.E. ACT | |||
| • | A-4 -Employee’s AZ Withholding Percentage Election (as of 7/1/10) | |||
| • | Healthcare Reform ACT | |||
Frequently Asked Questions (click here to open/close)
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| • | Where's My Refund? | |||
| • | Clearing Up the Rumors! The truth about the "Gun Tax Bill" | |||
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• | Where is the website for IRS forms? | ||
| • | How Long Should I Keep My Records? | |||
| • | Where do I go to view my property taxes (Maricopa County)? | |||
| • | Where do I go to view my property taxes (Pinal County)? | |||
| • | Where do I go to see how much I paid for vehicle registration? | |||
| • | Website links where clients can print out their prescription history |
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| More FAQ's will be posted soon... | ||||
CD Tax Documents (click here to open/close)
| The Following Documents are available for you to download to help you organize your information before you meet with us. |
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| What To Bring To My Appointment: | ||||
| • | Business Parners Appointment List | |||
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• | Quickbooks Setup Appointment List | ||
| • | Tax Appointment List | |||
| • | Client Information Form | |||
| • | Engagement Letter (for all new clients) | |||
| • | 2010 Tax Organizer | |||
| • | 2010 New Client Packet | |||
| • | 2010 Itemized Deductions Worksheet | |||
| • | 2010 Rental Worksheet | |||
| • | Consent to Disclosure of Tax Return Information | |||
| • | Cost Basis Worksheet - Stocks | |||
| • | Energy Efficiency Tax Credits | |||
| • | Insolvency Worksheet | |||
| • | Mileage Statement (Actual vs Mileage) pdf | |||
| • | Mileage Log for Clients (excel format) | |||
| Authorization Form | ||||
| • | Authorization to Release Tax Return | |||
| Estate Planning Documents | ||||
| • | Estate Planning Appointment List | |||
| • | Getting Started Questionaire | |||
| Financial Planning Documents | ||||
| • | Albridge Sign-on Instructions | |||
| Download our CD Tax Brochure | ||||
| • | CD Tax & Financial, LLC Specializing in helping Small Businesses |
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Frequently Requested Tax Forms (click here to open/close)
| Feel free to download the pdf files of the following tax forms: |
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| General Tax Documents | ||||
| • | 8332 - Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent |
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| • | 8822 – Change of Address (IRS) | |||
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• | 822 – Change of Address (AZ) | ||
| • | 4506T-EZ – Short Form Request for Individual Tax Return Transcript | |||
| • | W-10 – Dependent Care Provider’s Identification & Certification | |||
| • | 1040-ES - Estimated Tax for Individuals | |||
| NEW! | • | Healthcare Reform ACT | ||
| • | 2008 Domestic Per Diem Rates | |||
| • | 2009 Domestic Per Diem Rates | |||
| New Hire & Withholding Documents | ||||
| NEW! | • | H.I.R.E. ACT | ||
| • | I-9 - Employment Eligibility Verification | |||
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• | W4 - Employee’s Withholding Allowance Certificate | ||
| NEW! | • | A-4 -Employee’s AZ Withholding Percentage Election (as of 7/1/10) | ||
| • | Arizona New Hire Reporting Form | |||
| • | W-4V - Voluntary Withholding Request | |||
| • | W-9 - Request for Taxpayer Identification Number and Certification | |||
Employment Tax Links (click here to open/close)
General Tax Links (click here to open/close)
| The following may help you find specific AZ Tax information you may be searching for. |
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IRS Tax Links: |
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| NEW! | • | H.I.R.E. ACT | ||
| • | Tax information for Individuals | |||
| • | Tax Information for Businesses | |||
| • | EFTPS (pay your federal taxes online) | |||
| • | Health Savings Accounts (HSA’s) | |||
| • | Taxpayer Advocate Service | |||
| AZ Tax Links | ||||
| • | Arizona Department of Revenue | |||
| • | AZ Taxes.gov | |||
| • | Arizona New Hire Reporting Center | |||
| • | Arizona Unclaimed Property | |||
| • | Arizona Attorney General | |||
| • | Arizona Corporation Commission | |||
| • | Where do I go to view my property taxes (Maricopa County)? | |||
| • | Where do I go to view my property taxes (Pinal County)? | |||
| • | Where do I go to see how much I paid for vehicle registration? | |||
| • | Website links where clients can print out their prescription history |
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Tax Tips and Scam Alerts (click here to open/close)
View Back Issues of our Newsletter (click here to open/close)
| Below are past issues of the CD Tax Newsletters. Feel free to check them out or re-read them again! |
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| • | 2010 Summer Newsletter | |||
| • | 2009 Summer Newsletter | |||
| • | 2009 Newsletter | |||
| • | 2008 Newsletter | |||
| • | 2007 Summer Newsletter | |||
| • | 2007 Newsletter | |||
| • | 2006 Newsletter | |||
| • | 2005 Summer Newsletter | |||
| • | 2005 Newsletter | |||
| • | 2004 Summer Newsletter | |||
| • | 2004 Newsletter | |||
| • | 2003 Summer Newsletter | |||
| • | 2003 Newsletter | |||
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• | 2002 Newsletter | ||
| • | 2001 Newsletter | |||
| • | 2000 Newsletter | |||
Download our CD Tax Brochure (click here to open/close)
| Click the link below to view / download a pdf of our CD Tax Brochure |
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| • | CD Tax & Financial, LLC Specializing in helping Small Businesses |
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