Some of the simplest things can seem to take the most time. Like finding that form you need to change your address, or instructions on how to complete the W4 Form your employer gives you every year. We hope that by providing you with the following tools, we can remove some of these burdens. We know your time is valuable, so we took the time to find many of the forms and websites you'll need for your financial planning and tax needs.

Client Tax Organizer

A tax organizer can simplify the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and mail it to the office or bring it to your initial meeting. Current clients will be mailed a tax organizer each January that includes personalized prior year information as well as a prescheduled appointment to meet with one of our tax preparers.

 Client Tax Organizer

 Client Engagement / Consent Form

Client Tax Questionnaire

Client eCheck Authorization

Federal Tax Forms and IRS Publications

Looking for a federal tax form? Browse this online library to find downloadable IRS forms geared specifically to taxpayers. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues.

IRS Tax Forms & Publications

Tax Calculators

If you are an employee, you can use the Federal Withholding Calculator to help you determine how to complete your W4 Form Employee's Withholding Allowance Certificate. You can use your results from the calculator to make sure you don't have too much or too little Federal income tax withheld from your pay. Use the State of California calculator to figure your tax by using your filing status and taxable income amount.

IRS Witholding Calculator
State Tax Calculator

Refund Status

When you want to check on the progress of your tax refund, use these links.

IRS Refund Status
State of California Refund Status

Tax Links and Popular Forms

The following links to forms and websites are provided for your convenience.