Tax Center


Confusing Tax Forms - Oranizing Taxes

Tax Calendar

Dates information for everything related to taxes throughout the year.

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Tax Forms

Links to all the tax forms you need for the IRS and State of California.

Tax Forms »

Tax Organizer

Our Tax Organizer is designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizer is comprised of seven parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return.

Tax Organizer »

How Long to Keep Financial Records

Financial Records Timeline

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“I hate paying taxes. But I love the civilization they give me”

Oliver Wendell Holmes Sr.