Useful Files and Links
Downloadable Documents
- 2011 Client Engagement Letter (pdf, 128KB)
- My 2011 Tax Organizer (pdf, 299KB)
- Form 4868 Request for Filing Extension (pdf, 121KB)
- 2012 Federal Estimated Tax Vouchers (pdf, 103KB)
- 2012 California Estimated Tax Vouchers (pdf, 87KB)
- Concerning California Use Tax (pdf, 190KB)
External Resources
- Where is my refund?
Federal: http://www.irs.gov/individuals/article/0,,id=96596,00.html?portlet=4
California: http://www.ftb.ca.gov/online/refund/index.asp - How many exemptions should I claim for tax withholding?
http://www.paycheckcity.com/copcctransition/w4instruction.asp - IRS FAQs:
http://www.irs.gov/faqs/index.html - Request a payment agreement with the IRS:
http://www.irs.gov/individuals/article/0,,id=149373,00.html?portlet=4 - Request a payment agreement with the Franchise Tax Board:
http://www.ftb.ca.gov/online/eia/index.asp - Franchise Tax Board FAQs:
http://www.ftb.ca.gov/individuals/faq/index.shtml - Apply for a Federal Employer Identification Number (EIN):
http://www.irs.gov/businesses/small/article/0,,id=102767,00.html?portlet=4 - Do any purchases for my home qualify for a tax credit?
http://www.energystar.gov/index.cfm?c=tax_credits.tx_index - Do any of my new appliances qualify for a rebate?
http://www.energystar.gov/index.cfm?c=tax_credits.tx_index - Need a mortgage or refinancing? Talk to Matt Hesselgren:
http://www.rmcreloans.com