Resource Center

Checklists:

• Tax Prep Document Checklist - Personal

FAQs:

With your permission, this section will consist of responses to your questions. We encourage you to contact us and/or send them in.

Fee Schedules:

• Tax Prep Fee Schedule - Personal

Forms:

• Complimentary Consultation Form
• Form W-9

Letters:

• Tax Prep Engagement Letter - Personal

Links:

• American Institute of Certified Public Accountants
• AICPA Store
• California Franchise Tax Board
• Internal Revenue Service
• National Notary Association
• National Association of Black Accountants