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Online Forms
Individual Taxpayer Client Intake Link Click Here
Business/Nonprofit Client Intake Link Click Here
Schedule C Income/Expenses Link Click Here
OR
Download Forms Client Data Sheet Self Employment Packet Due Diligence Packet Residency Affidavit
Complete forms online using Adobe or print
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TAX INFORMATION
To check the Status of your tax refund, call the IRS Refund Line at 1-800-829-7650 or visit https://www.irs.gov/Refunds
To get an Identity Protection Pin go to https://www.irs.gov/Individuals/The-Identity-Protection-PIN-IP-PIN
To file Identity Tax Fraud Claim, Call Fraud Unit at 1-800-908-4490
Identity Theft Form to File with the IRS https://www.irs.gov/pub/irs-pdf/f14039.pdf
To verify your identity with the IRS, go to https://idverify.irs.gov/IE/e-authenticate/welcome.do
Taxpayer Advocate to assist you when you cannot get in contact with the IRS 1-877-777-4778
https://www.taxpayeradvocate.irs.gov/
To get prior year Tax Transcript, Call 1-800-908-9946 or visit https://www.irs.gov/uac/Newsroom/How-to-Get-a-Transcript-or-Copy-of-a-Prior-Year-Tax-Return
To find out if you have IRS Debt or Collections, call Financial Management Services 1-800-304-3107
To make apply for an Installment Agreement https://www.irs.gov/payments/online-payment-agreement-application
To contact the IRS Non-Profit Division, call 1-877-829-5500
Verify a non-profit organization visit https://www.irs.gov/Charities-&-Non-Profits/Exempt-Organizations-Select-Check
To find your local IRS Office visit https://www.irs.gov/uac/Contact-My-Local-Office-in-California
General IRS Contact Number 1-800-829-1040 Website http://www.IRS.gov
General State Franchise Tax Board Number 1-800-338-0505 Website http://www.ftb.ca.gov
State Franchise Tax Board Collections 1-888-355-6872
To fight identity theft the IRS REQUIRES proof of dependents and residence with documents such as:
Social Security Card, Birth Certificate, Utility Bill, and Immunization (Shot) Records or School Records showing residency. If you are missing any documents, you will need to get a notarized statement to provide to your tax professional.
***NO EXCEPTIONS***
Please prepare to submit these items for tax preparation.