17291 Irvine Blvd Ste 251, Tustin CA 92780 714-426-2828
Tax-related forms and links

Resources


Page

Personal Taxes

.

Client Intake Form

Document

Schedule A Due Diligence

Schedule A

ATG Engagement Letter

Document

ATG Refund Selection

Document

Business Taxes

.

Partnership & S-Corp Checklist

Document

Single Member LLC Checklist

Document

Sole Proprietor Sch C

Schedule C

Sample Bookkeeping Template

XLMS File

How To Incorporate

.

Benefits of Incorporating a Business

File

Types of Corporations

File

Types of LLC's

File

Choosing A Business Structure

File