Tax Resources

Tax Resources

2015 Tax Organizer

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.