October 15, 2009:
Deadline for filing individual taxes
The Tools and Links page is designed to empower you. We’ve included downloadable forms to assist you in gathering information for the preparation of your individual or business tax return. These downloadable forms are general templates. We may require additional and specific information. Also, we’ve included links to websites that speak directly to business and personal finances, including the IRS and Tax Almanac.
We encourage you to browse the forms and links and contact us with any questions. You can mail or fax completed forms to us, or or upload them to our secure server.
Client Info Sheet
New clients will find this helpful, as it provides us with essential contact information.
Client Engagement Letter for Individual Tax Returns
This letter clarifies the tax preparation services we provide (and outlines those we do not). We follow the standards set up by the Accounting Profession, which require clients to sign an engagement letter for all types of services.
Year End Tax Checklist
This form is a general questionnaire for tax and financial information relevant to the preparation of your tax return.
Schedule C Worksheet
This form is designed to assist sole proprietors in gathering relevant income and expense items for the preparation of tax returns.
Schedule E Worksheet
This form is designed to assist individuals who own rental property in gathering relevant income and expense items for the preparation of tax returns.
Auto Expense and Mileage Worksheet
This form is designed to help our clients gather information regarding the use of their automobile for business purposes.
Links to Taxing Authorities
Internal Revenue Service
www.irs.govState of California Franchise Tax Board
www.ftb.ca.govCity of Los Angeles Office of Finance
www.ci.la.ca.us/finance
Links for the Small Business owner
Do you do business in the City of Los Angeles?
www.ci.la.ca.us/finance/finA6a.htm
Small Business links and other resources
www.business.gov
www.irs.gov/businesses/small/index.html
www.irs.gov/businesses/small/article/0,,id=99921,00.html
Independent Contractors & Self Employed Persons
www.irs.gov/businesses/small/selfemployed/index.html
www.ci.la.ca.us/finance/finA6a.htm
Industries and Professions
Entertainment (Film, Music, Actors and Comedians)
www.irs.gov/businesses/small/industries/content/0,,id=100767,00.htmlReal Estate
www.irs.gov/businesses/small/industries/content/0,,id=99342,00.htmlOnline Auctioneers (eBay and etc)
www.irs.gov/businesses/small/industries/article/0,,id=163622,00.htmlTeachers
www.irs.gov/taxtopics/tc458.htmlStudents
www.irs.gov/pub/irs-pdf/p970.pdfIndependent Artists
sea.noctrl.edu/resource_index.php
Other Helpful Links and Resources
Tax questions
www.taxalmanac.org/index.php/Main_PageRetirement and Savings
www.choosetosave.org
money.cnn.com/retirement
www.investopedia.com/terms/i/ira.asp www.investopedia.com/terms/1/401kplan.aspCollege Savings Plans
www.savingforcollege.comFinancial & Estate Planning
financialplan.about.com