~ Downloads ~

2023 1099 Info Sheet

XLS

PDF

2022 Income Tax package

Newsletter	PDF
Engagement Letter	PDF
Tax Worksheet	PDF
Sch C (Business) & Sch E (Rental) Worksheets	PDF

Guides

• Donated Goods Valuation Guide
• Business Entity Comparison
• Corporation Checklist
• LLC Checklist

~Apps~

• It’s Deductible free app for tracking charitable contributions

~ Web sites ~

Federal

• Internal Revenue Service
• IRS Withholding Calculator
• Electronic Federal Tax Payment System (EFTPS)
• Social Security
• Affordable Care Act (ACA) Information from IRS
• Affordable Care Act (ACA) Information from HHS
• Federal Workplace Posters

California

• Franchise Tax Board
• myFTB User Portal
• Employment Development Department
• California Secretary of State
• California Workplace Posters

~ Forms ~

Payroll

• W-9 (Request for Taxpayer Identification Number and Certification)
• I-9 (Employment Eligibility Verification)
• W-4 (Employee’s Withholding Certificate)
• DE 4 (California Employee’s Withholding Allowance Certificate)

~ Useful Information ~

• Free Credit Reports (authorized site)
• Security Awareness for Taxpayers (IRS Publication 4524)
• IRS information about Gift Taxes
• Which Documents to Keep?

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