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These materials have been specifically selected for your use and convenience – they provide valuable information, address critical issues, and assist with recordkeeping. Frequently used tax forms are available here as well. Simply click on the links below and print the appropriate document.

Signature Documents must be printed, filled in, signed and returned to me by mail, fax or e-mail Please click here for this information.

And if you have not already done so, please read my Office Policies & Procedures page. Existing and long-term clients are surely familiar with my policies but may nevertheless wish to make note of occasional changes and updates.

Possible Sales Tax registration requirement for Californians (highlighted in red in right column)

Read about my credentials and services and then contact me for a free initial consultation.

Satisfied clients have said:
"You make a dry topic really fun."

"I've talked to 50 eldercare attorneys--your class taught me more than all of them together. I follow your 5-step outline--your text is on my desk as a handbook."

"Sometimes, tax advisors do help. In your case, always!"

This Office Promises You:
  • Professional expertise
  • Personal attention
  • Year-round service
  • Confidentiality

Disclaimer: The information contained herein should not be used in any actual transaction without the advice and guidance of a professional tax advisor who is familiar with all of the relevant facts of your personal situation since the information is general in nature and not intended as legal, tax or investment advice but is merely educational. Furthermore, the information contained herein may not be applicable to or suitable for an individual's specific circumstances or needs and may require consideration of other matters. To ensure compliance with certain U.S. Treasury Regulations note that, unless expressly indicated otherwise, any advice in this website relating to any federal or state tax issue is not intended or written to be used and cannot be used by any person for the purpose of avoiding any federal tax penalties. Monica Haven assumes no obligation to inform any person of any changes in the tax law or other factors that could affect the information contained herein. And Monica Haven does not offer legal advice or services in any jurisdiction in which she is not licensed; nothing herein should be interpreted as the creation of a fiduciary or client/attorney relationship. This website is not intended for use by viewers in any state in which the site may fail to comply with the regulatory and ethical restrictions imposed by that state.