Client Forms

Required Individual client forms:
2020 Client Engagement Letter
2020 Affordable Care Act Client Form
2020 Use Tax (California Clients Only)

Required business client forms:
2020 Business Engagement Letter

2020 Tax Organizers:
2020 Individual Tax Organizer
2020 Business Tax Organizer
2020 Rental Tax Organizer
2020 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


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
Secretary of State

Software Resources

Quickbooks (Accounting Software)
TeamViewer (Remote Access Software)