2023 Tax Documents

2023 Blank Organizer/Client Questionnaire

The tax organizers below have been created for your use in gathering the information needed for your 2023 tax return.

Info Gathering Template

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

Beneficial Owner Information Letter

Information about new reporting requirement under
the Corporate Transparency Act (CTA)

Engagement Letter

Engagement Letter for 2023

FTB Access Form

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