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Intake Forms

Tax Audit and Collections Client Intake Form

Business Formation Client Intake Form

Estate Planning Client Intake Form – Married

Estate Planning Client Intake Form – Unmarried

Prenuptial Agreement Intake Questionaire

General

Tax Code, Regulations and Official Guidance

Internal Revenue Service

The IRS Phone Numbers

Tax Information for Businesses

Report of Foreign Bank and Financial Accounts

US Tax Guide for Aliens

Innocent Spouse Relief

The Taxpayer Advocate

The Franchise Tax Board

Employment Development Department

California State Board of Equalization

California Secretary of State

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