The tax organizers below have been created for your use in gathering the information needed for your 2023 tax return.
2023 Tax Documents
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)
FTB Access Form
State of California Franchise Tax Board Online Account
View Access Authorization Form.