Important Documents
Valuable forms, resources, and publications for your use and reference.
Here are many handy documents, forms, and publications to help you plan ahead and stay up-to-date with IRS code changes.
Click on any of the documents below to view or download
Tax Forms
Form W-4V
Worksheets
Data Intake Form
New Client Intake Info Form
Schedule C
College Expenses
Client Engagement Terms & Conditions
Schedule E
IRS Publications
Publication 15-A
Publication 590-B
Publication 15-B
Publication 590-A
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Tim came as a referral from other Allstate employees when we moved to the Chicago land area. We were very pleased with his responsiveness and his and ability to work with corporate move information as well as foreign tax issues. When we moved to California we switched to a local CPA but were less than impressed by his customer service (non-existent). Even though we live out of state, we went back to Tim and have been more than satisfied.
Jon and Kelli RosdailTim Wolfe saved us $570!! A friend encouraged me to try her accountant. I wasn’t happy so we returned to Mr. Wolfe. The first thing Tim did was to review the return prepared by the other accountant and found that all of our medical deductions were missed (my husband has dementia so we had incurred substantial medical expenses and of course our health premiums)
Mrs. Lora Colquhoun