Documents & Forms

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

Secure Document Exchange Facts (PDF)

End of Year Tax Tips 2014 (PDF)
Phil’s tips for year-end 2014 and things you will need to know when we prepare your taxes.

Extenders Bill, Philtax Summary – 2014-12 (PDF)
Overview of “Extenders” passed for 2014 taxes

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

Philtax ACA letter and worksheet (PDF)
Letter about Affordable Care Act and worksheet needed for your return preparation. Worksheet must be provided.

Philip Sez 14-12 repair regs (PDF)
Repair Regulations overview

ACA hardship Exemption (PDF)
The form to apply for a hardship exemption at This version is still current, despite being dated November 2014

1009 alert 2015-1 (PDF)
Facts about issuing 1099s and CA independent contractor reporting

Use TaxLtr 15-01 (PDF)
Information about CA Use Tax requirements and how you can pay it

Tax News and Industry Updates
Volume 3, Issue 1

Tax News and Industry Updates
Volume 3, Issue 2