There is a wealth of information available online. But there is no librarian to guide you, and no assurance that the information you receive is legitimate.
We recommend the following sites to our clients and guests, as sources of valuable, and accurate, information about taxes, business, financial planning, and your government.
Links to Client Resources
Federal Tax Information:
Internal Revenue Service Home Page
IRS Forms and Publications
IRS Refund Status
Social Security
State of California (Income Tax):
Franchise Tax Board Home Page
State of CA Forms and Publications
State of California (Employment Tax):
Employment Development Department
Payroll Taxes: Forms and Publications
State of California (Sales and Use Tax):
California State Board of Equalization
SBOE Forms and Publications
California State Controller:
California State Controller
Unclaimed Property Search
California Secretary of State (Business Filings):
Records Retention Guide
It’s a fact, everyone must keep records. Questions about which records to keep and how long to retain them, are very common. To help answer these questions, please refer to the following suggested guidelines for records retention. We have listed both business and individual records.
Take note of the records that should be kept permanently in a safe place. Many other records, however, can be disposed of after a defined period of time. Generally, both manual and computer kept records have the same required retention period. As always, please feel free to call if you have any questions.
