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Tax Worksheets

Below are a number of documents that may be of use to your tax situation.

 

Tax Documents

–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

–Allow other parent to claim child form (Form 8332)

–Health insurance questions worksheet

–Insolvency worksheet

–Audit guidelines and handouts

–New Client Organizer

 

More Tax Documents

Get the tax return copy you need: tax return copies

Cost list

 

Helpful Tax Service Links

IRS Home Page

FTB Home Page

Sales Tax Home Page

To pay a bill to the IRS

To pay a bill to the Franchise Tax Board

To check your refund status with the IRS

To check your refund status with the Franchise Tax Board

Docusign instructions

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