2020 Reporting Deadlines and Procedure Guide
November 11, 2020 Resources
2020 Reporting Deadlines and Procedure Guide

Updated 11.17.2020: Reporting deadlines for tax year 2020 information returns filed in 2021

Accounting Links
January 2, 2019 Resources
Accounting Links

We’ve provided tax forms and other accounting resources to help you with your taxes, accounting, and financial planning. Need more assistance? Get in touch with our accounting firm directly. ACCOUNTING/TAX LINKS American Institute of Certified Public Accountants California Society of Certified Public Accountants Financial Account Standards Board Franchise Tax Board Government Accounting Standards Board Internal Revenue […]

2019 Accountants’ Memorandum
December 17, 2018 Resources
2019 Accountants’ Memorandum

Our annual Accountants’ Memorandum is designed to provide you a summary of pertinent, current information and to assist you in preparing Internal Revenue Service and California information returns, such as Forms 940, 941, 945, W-2, DE-7 and 1099-MISC.

2018 Payroll Tax Chart
November 13, 2018 Resources
2018 Payroll Tax Chart

Federal and California

2017 Payroll Tax Chart
November 28, 2016 Resources
2017 Payroll Tax Chart

Federal and California

Gearing up for the ACA’s information reporting requirements
October 7, 2015 Resources
Gearing up for the ACA’s information reporting requirements

Starting in 2016, applicable large employers (ALEs) under the Affordable Care Act (ACA) will have to file Forms 1094-C and 1095-C to provide information to the IRS and plan participants regarding their health care benefits for the previous year. Both the forms and their instructions are now available for ALEs to study and begin preparations […]