Have an upcoming appointment? Save time by downloading and completing the forms below for the type of service needed. Once complete, upload the document and email them to us at annabicpa@gmail.com. We will contact you shortly after we receive your documents. We look forward to meeting with you!

2016 Client Tax Organizer | |
File Size: | 427 kb |
File Type: |

2015 Client Tax Organizer | |
File Size: | 181 kb |
File Type: |

2014 Client Tax Organizer Fillable | |
File Size: | 603 kb |
File Type: | xlsx |

Business Formation Questionaire | |
File Size: | 94 kb |
File Type: |

EDD Account Application DE1.pdf | |
File Size: | 263 kb |
File Type: |

IRS Tax Authorization Form 8821 | |
File Size: | 270 kb |
File Type: |

IRS Power of Attorney 2848 | |
File Size: | 101 kb |
File Type: |

2017 IRS W4 | |
File Size: | 116 kb |
File Type: |
Here are some other useful links:
Internal Revenue Service
Franchise Tax Board
California State Board of Equalization
California Sales Tax Return Due Dates
Online Application for Tax ID (EIN Application)
California EDD (Employment Development Department) Online Application
California Secretary of State Processing Times
California FTB Webpay
San Bernardino County Clerk (Fictitious Business Name)
LA County County Clerk (Fictitious Business Name)
Riverside County Clerk (Fictitious Business Name)
Foreign Bank Account Reporting (FBAR) Requirement
IRS Account Transcript Request
IRS Refund Tracker
IRS Direct Pay
Internal Revenue Service
Franchise Tax Board
California State Board of Equalization
California Sales Tax Return Due Dates
Online Application for Tax ID (EIN Application)
California EDD (Employment Development Department) Online Application
California Secretary of State Processing Times
California FTB Webpay
San Bernardino County Clerk (Fictitious Business Name)
LA County County Clerk (Fictitious Business Name)
Riverside County Clerk (Fictitious Business Name)
Foreign Bank Account Reporting (FBAR) Requirement
IRS Account Transcript Request
IRS Refund Tracker
IRS Direct Pay