2020 Tax Documents
2020 Blank Organizer/Client Questionnaire
The tax organizers below have been created for your use in gathering the information needed for your 2020 tax return.
2020 End of Year 1099 Newsletter
As the 2020 tax year draws to a close, we encourage you to begin assembling information that will be needed to prepare and file your 2020 Annual Information Tax Returns, including Forms 1096, 1099 . . .
Info Gathering Template
Use this Excel template to help you gather important documents and
information needed for your 2020 tax return.
FTB Access Form
State of California Franchise Tax Board Online Account
View Access Authorization Form.