Resources
Forms
- Engagement Letter – outlines the terms of our business engagement.
- Tax Questionnaire – provides us with necessary information to accurately prepare your tax return.
- New Client Information – provides us with taxpayer information.
- Consent to Use Tax Information – gives us permission to use the information in your tax return to offer you other services.
- Consent to Disclose Tax Information – gives us permission to disclose your tax information to an agreed upon third party for a specific service.
- Auto Expense Worksheet – Organizer to report expenses for vehicles used in business.
- Business Worksheet – Organizer to report business income and expenses.
- Rental Worksheet – Organizer for landlords to report rental income and expenses.
- Mary Kay Worksheet – Income and Expense Worksheet for Mary Kay Beauty Consultants.
Links
- Internal Revenue Service
- Tax Payer Advocate Service
- Franchise Tax Board
- California Board of Equalization
- Apply for an Employer Identification Number (EIN) Learn more about EINs.
- Social Security Administration
Refund Status
Where’s my Federal refund?
You’ll need to provide the following information from your tax return:- Your social security number (or ITIN)
- Your Filing Status
- The exact whole dollar amount of your refund
- Where’s my California refund?
You will need the following to check the status of your California personal income tax refund:- Your social security number.
- Your mailing address.
- The refund amount shown on your tax return.
- A compatible browser and operating system.