Resources

Client Resources

These forms are required from all clients:
2018 Client Engagement Letter
Affordable Care Act Client Form
Use Tax (California Clients Only)

2018 Tax Organizers:
2018 Individual Tax Organizer
2018 Business Tax Organizer
2018 Rental Tax Organizer
2018 Farm Tax Organizer

Tax Refund Status

Federal Refund Status (IRS)
You will need:

Social Security Number
Filing Status (located below your name on your federal return)
Amount of expected return

State Refund Status (FTB)
You will need:

Social Security Number
Numbers from your street address
ZIP Code
Amount of expected refund

Articles

How to Clean Out Your Tax, Financial Files (Yahoo! Finance)

Federal Resources

IRS Website
Social Security Website

Form W9 (Request for Taxpayer Number)
Form W4 (Employee’s Withholding)
Form I9 (Employment Eligibility Verification)

State Resources

Franchise Tax Board
EDD
Secretary of State

Software Resources

Quickbooks (Accounting Software)
TeamViewer (Remote Access Software)