Client Forms

Individual Client Forms:
2023 Individual Tax Packet
Deducting Non-Cash Donations

Business Client Forms:
2023 Sole Proprietor & Single Member LLC Tax Packet
2023 C-Corp, S-Corp, & Partnership Tax Packet

Additional Tax Organizers:
2023 Rental Tax Organizer
2023 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)