2022 Tax Documents

2022 Blank Organizer/Client Questionnaire

The tax organizers below have been created for your use in gathering the information needed for your 2022 tax return.

Info Gathering Template

Use this Excel template to help you gather important documents and
information needed for your tax return.

FTB Access Form

State of California Franchise Tax Board Online Account
View Access Authorization Form.

Engagement Letter

Engagement Letter for 2022