Helpful Links:

Internal Revenue Service (IRS) Website

California Franchise Tax Board (FTB) website

Where’s my Refund?

Tax Scams (IRS Newsroom)

Hints on Hiring a Tax Professional (IRS)

California DMV Vehicle License Fee (VLF)

Donation Valuation Guide (Salvation Army)

Donation Valuation Guide (Goodwill)

FAQs About International Individual Tax Matters (IRS)

Yearly Average Currency Exchange Rates (IRS page)

Social Security Administration (SSA)

Board of Equalization (CA BOE)

Employment Development Department (CA EDD)

Net Investment Income Tax (IRS)

Please note, Links are provided as a convenience and are for informational purposes only.

Records Retention*
Individual Tax Organizer/Questionnaire (CA) (2020) *
* PDF reader is required.

Information on this website is not intended to replace individual tax consultations. Any U.S. federal tax advice contained on the site is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter.