The 2015 Tax Organizer is provided to assist you in collecting and reporting information necessary for us to prepare your 2015 income tax return. If you are a new client, please complete and return to us this 2015 Tax Organizer along with all your 2015 tax documents and a copy of your 2013 and 2014 tax returns. All recurring clients will be sent a personalized Tax Organizer in January 2016.
Internal Revenue Service
IRS Forms & Publication - All tax forms and many helpful IRS publications
IRS Refund Status - Track your tax refund through the IRS website
State of California
FTB Forms & Publications - All tax forms and many helpful FTB publications
FTB Tax Refund Status - Track your California tax refund through the FTB's website
FTB Web Pay for Individuals - Instructions on making your individual income tax payments online
FTB Web Pay for Businesses - Instructions on making your business income tax payments online
California Secretary of State - Business Search - Access to business information on record with the State of California
Independent Contractor Versus Employee - Frequently asked questions regarding worker classification answered by the California Employment Development Department (EDD)
Household Employer/Employee - If you have a household employee, you may be subject to payroll tax reporting requirements. Find more information on the definition of a household employee and contact us if you have any questions.