Federal

1. Federal and State Payments by Credit Card

2. IRS Frequently Asked Questions

3. Order a Transcript

4. 4868 Extension to File Return

5. 1127A Extension to pay the tax due to hardship

6. W12 PTIN registration by Mail

7. W7 ITIN Instructions

8. W7 ITIN Application

9. Online PTIN Registration

10. eServices

11. Online EIN Registration

12. Intake/Interview & Quality Review Sheet

13. Become an Authorized eFile Provider

14. Pub 3112 Efile Application and Participation Instructions
    

15. Per Diem Rates Look-Up

16.  Offer in compromise qualifier

17.  IRS Mailing address by form

Please contact our office if you will to add your preferred link to places useful to your type of business!

California FTB

1. FTB stopped accepting First-Time Buyer applications

2. Where is my FTB Refund

3. Forms and Publications

4. Where to File - Mailing Address

5. Registered Domestic Partner

6. FTB Online Installment Agreement

7. FTB Power of Attorney

8. Payment for Automatic Extension FTB-3519

• State eFiling Requiment and Mandate
  

Due Diligence

New guidelines has been established to show due diligence with your clients the common requirements are here listed but not limited to: Original Signatures in Authorization to prepare tax, Authorization for Electronic Filing, Intake Sheet, and EIC interview sheet, evidence of tax payer identity and social security verification.

Due diligency videos

Intake/Interview & Quality Review Sheet