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
Important information regarding CA Use Tax and your CA Tax Return
Tax News & Industry Updates 2017-03 (PDF)
Tax News & Industry Updates 2017-02 (PDF)
End of Tax Year 2017 Tax Tips (PDF)
Tips for 2017 year-end. Includes a lot of information on the new tax law, which will still be relevant.
Tax News & Industry Updates 2017-01 (PDF)
Tax News & Industry Updates 2017-04 (PDF)