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.
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Business Plan for a Startup Business |
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Do You Know What You're Worth? |
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Disposition of Records (Records Retention Schedule) |
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Good Advice on Protecting Your Credit Cards |
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Independent Contractor vs. Employee |
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Good Advice on Protecting Your Credit Cards |
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Legal Deductions Allowable If You Are Engaged In a Trade, Business or Profession |
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Money Gobblers |
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What To Do When Starting a New Business |
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Tax Return Preparation Checklist |
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Corporate Tax Preparation Engagement Letter |
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Expense Statement |
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Permission to Release Documents |
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Personal Income Tax Organizer |
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Review Engagement Letter |
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Tax Engagement Letter |
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Year-End Tax Plan |
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