Resources

Track your California State Refund and also your Federal refund.

You will need your Mailing address, and the dollar amount of the Refund, and your Filling Status

	New Client Information
	New Corporation Check List
	Actor/Actress Expense Form
	Physician Expense Form

1. Your Last Chance
for charitable tax deductions

2. Should You Request
your year end bonus as a lump sum or as a pay increase.

3. Its Time
to start gathering receipts and all needed tax informationi.

Szabo to add

additional online
resources for our
clients and viewers
including...

	Payment Calculators
	Instructional Forms

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   Topics Include:
    Money Management
    Cash Planning
    Smart Banking