2533 Merrychase Drive, Suite 700  -  Cameron Park, California  95682 -  (530) 676-4455


Publications and Resources

Document Format: The publications and resources below are made available in Adobe Acrobat Reader (PDF) and Microsoft Office format (Word or Excel). You will need the Adobe Acrobat Reader to read or print the files PDF files below, and Microsoft Office to read or print the Word or Excel files. If you do not already have Adobe Acrobat Reader on your computer, it is available as a free download from Adobe's website. Just click on the icon at right.

Download Instructions: To download a file to your computer for later viewing or printing, right click on a button below (control-click on a Mac), select "Save Target As...," then select a folder on your computer in which to save the file.

Business Plan for a Startup Business

Do You Know What You're Worth?

Disposition of Records (Records Retention Schedule)

Good Advice on Protecting Your Credit Cards

Independent Contractor vs. Employee

Good Advice on Protecting Your Credit Cards

Legal Deductions Allowable If You Are Engaged In a Trade, Business or Profession

Money Gobblers

What To Do When Starting a New Business

Tax Return Preparation Checklist

Corporate Tax Preparation Engagement Letter

Expense Statement

Permission to Release Documents

Personal Income Tax Organizer

Review Engagement Letter

Tax Engagement Letter

Year-End Tax Plan

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