Client resources
Forms, secure upload and trusted links to help you get organized — all in one place.
Secure file upload
Send W-2s, 1099s, K-1s and other sensitive documents through encrypted ShareFile.
Get organized for tax season
Download, print or fill out these forms before our appointment.
2025 Tax Organizer Packet
Organize and gather your income tax data in one place.
2025 Letter of Engagement
Outlines the agreement between tax preparer and client.
2025 Client Questionnaire
A snapshot of your situation before I prepare your taxes.
Questionnaire Cover Letter
Why the Client Questionnaire matters and how to use it.
Installment Agreement Request Forms
Federal Form 9465 and California Form 3567.
Charitable Contribution Substantiation
Guidelines for documenting your charitable contributions.
FinCEN FBAR — Foreign Bank Account Reporting
U.S. individuals and businesses with a financial interest in, or signature authority over, foreign financial accounts must file an annual Report of Foreign Bank and Financial Accounts (FBAR) if the aggregate value exceeds $10,000 at any time during the year. FBARs must be filed electronically through FinCEN. FinCEN BSA E-Filing →
Trusted outside resources
IRS & filing
- Using your IRS Online Account
- How to authenticate & e-sign
- IRS Free File
- Get a prior-year transcript
- IRS Penalties at a Glance
- Get an Identity Protection PIN
Security & scams
Charitable giving
Retirement planning
College planning
California & disaster relief
Stop dreading April 15th.
Let’s build a plan that keeps more of what you earn — and takes the stress off your plate.