USEFUL FORMS AND TOOLS

FORMS

CA Form DE 4 Employee's Withholding Allowance Certificate

Form W-9 Request for Taxpayer Identification Number and Certification

SS-4 Application for Federal Employee ID Number

Form W-4 Employee's Withholding Allowance Certificate

Form W-7 Application for IRS Individual Taxpayer Identification Number

CA Form DE 1 Registration Form for Commercial Employers

Form I-9 Employment Eligibility Verification

CA Form DE 34 Report of New Employee(s)

CA Form DE 542 Report of Independent Contractor(s)

FBAR—Report of Foreign Bank and Financial Accounts

Additional IRS Forms


TOOLS

Social Security Retirement Benefit Calculator NEW

Vehicle Deduction Worksheet

Home Office Worksheet

Valuation of non-cash charitable contributions - Salvation Army

Valuation of non-cash charitable contributions - Goodwill

Charitable contribution worksheet

ENGAGEMENT LETTER AND QUESTIONNAIRE

Individual Engagement Letter & Questionnaire