Accurate Tax Header
Worksheets
Copy of your tax return $15.00 per year

Copy of your tax return in PDF format $10.00 per year

Copy of tax return with supporting income documents $20.00 per year

Schedule C letter for Bank Loan purposes $10.00 per letter

Order Auto Log - Please email us with your name and current address and we will mail it to you.

Note:  When you email us requesting a document, please SPECIFY THE DOCUMENT YOU ARE REQUESTING.

The documents below can be printed for your use.

Charity Valuation Guide

Police and Correctional Officer worksheet

Nursing worksheet

Firefighter worksheet

Teacher worksheet

Home Office worksheet

Rental worksheet

Business worksheet

Farming worksheet

W-4 to change your Federal withholding

DE-4 to change your California state withholding

W-4P to change Federal withholding on pension or annuity payments

W-4V to change Federal withholding on social security payments

Organizer - the form to use as a guide for what is needed for tax return preparation

Allow other parent to claim child (Form 8332)

New Client Information Packet



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