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.