Resources

Tax planning made less taxing.

The resources below will help us create and maintain a tax plan that’s customized to your specific requirements. Each is designed by our TaxPlus team for greater simplicity and accuracy. If you’re due to receive a refund, use the links below to track its progress online.

Tax Organizers

These are our latest organizers for the current tax year. As part of our planning service, we will identify which organizers are right for you, and ask you to complete them to help us find additional deductions and savings.

Downloads:

General Organizer

Schedule A: Itemized Personal Deductions

Schedule C: Self Employed

Schedule E: Rental Property


Client Appointment and Authorization Forms

We ask our new clients to complete and bring these brief forms to our first consultation. They contain standard information that we require for your tax file. We also need permission to act as your tax adviser and preparer if you retain our services.

Downloads:

Client Contact and Information Form

Client Engagement Letter


Client Interview Form

This checklist will ensure we receive everything we need to accurately prepare your tax returns. It’s designed for new clients, but existing clients also find it helpful as an annual reference.

Downloads:

Client Interview Form


Online Refund Tracker

If you’re waiting for a federal or State of California tax refund, you can quickly check the status online. Here are the links.

IRS Refund Status

State of California Refund Status