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



Data Intake Form


New Client Intake Info Form


College Expenses


Client Engagement Terms & Conditions


IRS Publications

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What our Clients are saying

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 Rosdail

Granite Bay, CA

Tim 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

Houston, Texas