In addition to our services and guidance in helping you plan, document and file your various financial matters, we offer useful tools for your benefit.
Personal Information Worksheet
(A general form that helps you organize all your important information for tax preparation purposes.)
The following forms are designed for specific industry professionals to organize their important information for tax preparation purposes.
Real Estate Agent Worksheet
Rental Property Worksheet
Tax-related websites that may be of benefit to you.
Franchise Tax Board (F.T.B.): ftb.ca.gov
California state income taxes
California state payroll taxes
Board Of Equalization (B.O.E.): boe.ca.gov
California state sales taxes