This is the page where we post links to frequently used documents and forms.

Secure Document Exchange Facts (PDF)

Emailing a meeting request (PDF)
Our procedure if you wish to request a meeting time by email

New Tax Law Overview (PDF)
A concise summary of the new tax law in language we all can comprehend

Fair Market Value guide – non-cash donations (PDF)
Prices for claiming donations of goods

Use-Tax-and-CA-540 (PDF)
Important information regarding CA Use Tax and your CA Tax Return

Withholding – Filling Out Form W4 2023

Business Management Tips 2023

Tax News And Industry Updates 2023-06

Tax News And Industry Updates 2023-03

Tax News And Industry Updates 2023-01

Tax News And Industry Updates 2022-12

Tax News And Industry Updates 2022-09