Individual Client Forms:
2025 Individual Engagement Letter
2025 Individual Tax Organizer
Corporation & Partnership Forms:
2025 C-Corp, S-Corp, & Partnership Engagement Letter
2025 C-Corp, S-Corp, & Partnership Tax Organizer
Additional Tax Forms:
2025 Self-Employed Business Organizer
2025 Rental Tax Organizer
2025 Farm Tax Organizer
Deducting Non-Cash Donations
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)
IRS Website
Social Security Website
Form W9 (Request for Taxpayer Number)
Form W4 (Employee’s Withholding)
Form I9 (Employment Eligibility Verification)
ph: (530) 885-9705
fx: (530) 885-9706
610 Auburn Ravine Rd, Suite A
Auburn, CA 95603
