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