Materials

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)