2017 Organizer

The 2017 Tax Organizer is provided to assist you in collecting and reporting information necessary for us to prepare your 2015 income tax return. If you are a new client, please complete and return to us this 2017 Tax Organizer along with all your 2017 tax documents and a copy of your 2015 and 2016 tax returns. All recurring clients will be sent a personalized Tax Organizer in January 2018.

Internal Revenue Service
IRS Forms & Publication – All tax forms and many helpful IRS publications
IRS Refund Status – Track your tax refund through the IRS website

State of California
FTB Forms & Publications – All tax forms and many helpful FTB publications
FTB Tax Refund Status – Track your California tax refund through the FTB’s website
FTB Web Pay for Individuals – Instructions on making your individual income tax payments online
FTB Web Pay for Businesses – Instructions on making your business income tax payments online
California Secretary of State – Business Search – Access to business information on record with the State of California

Independent Contractor Versus Employee – Frequently asked questions regarding worker classification answered by the California Employment Development Department (EDD)
Household Employer/Employee – If you have a household employee, you may be subject to payroll tax reporting requirements. Find more information on the definition of a household employee and contact us if you have any questions.