Tools and Links

Marina Del Rey
Marina Del Rey from Ballona Creek Bike Path © Tess. Lotta

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.

Helpful Links & Resources

Links to Taxing Authorities

Internal Revenue Service

State of California Franchise Tax Board

City of Los Angeles Office of Finance

Links for the Small Business owner

Do you do business in the City of Los Angeles?

Small Business links and other resources,,id=99921,00.html

Independent Contractors & Self Employed Persons

Industries and Professions

Entertainment (Film, Music, Actors and Comedians),,id=100767,00.html

Real Estate,,id=99342,00.html

Online Auctioneers (eBay and etc),,id=163622,00.html



Independent Artists

Other Helpful Links and Resources

Tax questions

Retirement and Savings

College Savings Plans

Financial & Estate Planning