Charting a course for financial success…
Offices in Rancho Bernardo and San Marcos, CA

 

YOU NEED TO KNOW

At Cobb, Stees & Company, LLP, we feel that an informed client is our best customer. We know that there is a lot of information on the Internet and it can be tough to determine what is valuable. That is why we are providing our two newsletters and the following article(s) for you to view. 

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Forms, Checklists and More:


 

This collection of resources includes several commonly used forms for each government entity. 

 

If you don't see what you need, use the convenient links to the websites for these tax agencies.

And our free checklists below can help gather a variety of information.

 

COMMONLY REQUESTED

INTERNAL REVENUE SERVICE

 

FORMS

 

2009 Form W-4 - Employee's Withholding Allowance Statement

2009 Form I-9 - Employment Eligibility Verification

Form W-9 - Request for Taxpayer ID Number

2009 Form 1040ES - Estimated Payment Voucher Blank

Form 8822 - Change of Address

Form SS-4 - Application for Employer ID Number

 

COMMONLY REQUESTED

CA FRANCHISE TAX BOARD

CA EMPLOYMENT DEVELOPMENT DEPT.

FORMS

2009 Form DE-4 - Employee's Withholding Allowance Statement

Form DE34 - Report of New Employee(s)

Form DE542 - Report of Independent Contractor

2009 Form 540ES - Estimated Payment Voucher Blank

Form 3533 - Change of Address

 

CA STATE BOARD OF EQUALIZATION

BOE400SPA - CA Seller's Permit Application

 

BOE345 - Notice of Business Change

DON'T SEE WHAT YOU NEED?

 

CALIFORNIA TAX SERVICE CENTER

Federal, CA, and State Board of Equalization

 "One Stop Shop for Forms"

VALUABLE CHECKLISTS and WORKSHEETS

Checklist for Record Retention

Checklist for Deductible Funeral and Administrative

       Expenses

Checklist of Basic Items for New Executor to Obtain

Checklist for Starting a New Business

Checklist for New Corporation Formation

Professional Business Expense Report

Realtor Expense Report 

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Tax Alerts:  
 

At Cobb, Stees & Company, LLP we continually update our training to better serve our clients.  We also subscribe to news release alerts from the Internal Revenue Service, the California Franchise Tax Board, the California State Board of Equalization and the California Employment Development Department to keep our clients up-to-date all year.

Here are the most recent news release links from the above agencies.  Check back often for the most recent changes from these agencies that might affect you.  

INTERNAL REVENUE SERVICE

 

May 20, 2009

 

Law Offers Special Tax Breaks for Small Business; Act Now and Save, IRS Says

 

May 14, 2009

 

IRS Announces Withholding Adjustment Option for Pension Plans and Provides Taxpayer Education

 

May 6, 2009

 

IRS Reminds Small Tax-Exempt Organizations to File e-Postcards

 

CA FRANCHISE TAX BOARD

 

May 20, 2009

State Tax Information Available Online

 

March 27, 2009

FTB Offers Tax Guidance for Ponzi Scheme Victims

 

March 2, 2009

State’s Annual Nonfiler Program Begins

 

March 1, 2009

Tax credit for new home purchases

 

 CA STATE BOARD OF EQUALIZATION

 

SPECIAL NOTICES

Sales of Vitamin Enhanced Water are Not Taxable

Chula Vista Satellite Office to Close May 15, 2009

When are Tips, Gratuities, and Service Charges Taxable?

 

 CA EMPLOYMENT DEVELOPMENT DEPT

2009 Tax Rates and Withholding Schedules

May 11, 2009

Further Extended Unemployment Benefits Now Available For Long Term Unemployed Workers

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Business Benefits of the Stimulus Act
As you have probably heard, the recently enacted Economic Stimulus Act of 2008 (Stimulus Act) provided tax rebates for millions of individuals.
 
Compiling Your Vital Records
As your personal, financial, and legal records have grown in volume and importance over the years, the task of organizing such documents may seem overwhelming. And yet the importance of having your vital records readily accessible cannot be over-emphasized.
 
Reevaluate Shareholder Loans
With all the angst about the economy, high gasoline prices, and the lousy real estate environment, you may not have noticed that most interest rates are near historically low levels.