Useful Documents
Click on any of the filenames below to view or print that information.
- 2025 Tax Organizer Packet :
Tax organizer packet to help you organize and gather your income tax data. - 2025 Letter of Engagement :
Outlines the agreement between tax preparer and client. - 2025 Client Questionnaire :
A snapshot of your situation before I do your taxes. - 2025 Cover Letter for Client Questionnaire :
An explanation of why you use the Client Questionnaire. - Installment Agreement Request forms :
contains Federal form 9465 & State of California form 3567 - Charitable Contribution Substantiation Information Required:
Guidelines for Charitable Contribution Substantiation (filesize=20KB) - FINCEN - FBAR Form Available for Mandatory Electronic Filing:
Guidelines for U.S. individuals and businesses with a financial interest in or signature authority over a foreign financial account, including a bank account, brokerage account, mutual fund, trust, or other foreign account, are required to file an annual Report of Foreign Bank and Financial Accounts (FBAR). Electronic filing is mandatory for all FBARs filed on or after July 1, 2013, and the filing is done through a website maintained by the U.S. Department of the Treasury Financial Crimes Enforcement Network (FinCEN).
An FBAR is required only if the aggregate value of all foreign financial accounts exceeds $10,000 at any time during the calendar year.