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

 

NEWS, FORMS, LINKS, CHECKLISTS AND OTHER RESOURCES 

 

 

Check out these resources:  

  • News Alerts
  • Convenient links to all tax agencies
  • Commonly used governmental forms 
  • Free useful checklists and worksheets to assist you while gathering information

 

Don't Forget!  There is no substitute for professional advice.  Always consult your financial team (attorney, insurance agent, investment advisor and tax advisor) before taking any action.

 


NEWS ALERTS

KEEPING YOU UPDATED YEAR ROUND

At Cobb, Stees & Company, LLP we continually update our training to better serve you, subscribing to the Internal Revenue Service, the California Franchise Tax Board, the California State Board of Equalization and the California Employment Development Department news alerts.  So we can keep our clients up-to-date throughout the year.

Below are some of the most recent agency news releases.  Check back often to learn about the most recent changes that may affect you.  The links below take you directly to the agency websites.

 

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

 

 


 

Downloadable Forms

 

These free, downloadable forms require that you use Adobe Acrobat Reader...

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"

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San Diego County, State of California And Federal Links

 

FEDERAL WEBSITE LINKS

Internal Revenue Service

 

United States Department of the Treasury

 

Other Federal Website Links

STATE WEBSITE LINKS

California Franchise Tax Board

Other CA State Website

CALIFORNIA STATE AND LOCAL GOVERNMENT ON THE NET

(A Directory of Official State, County, and City Government Websites)

 

Website Links for the Revenue Boards for Other States

COUNTY OF SAN DIEGO WEBSITE LINKS

County of San Diego

San Diego County Treasurer - Tax Collector

 

Other San Diego County Website Links

CONSUMER  WEBSITE LINKS

San Diego County Registrar of Voters

US Postal Service

 

Other Consumer Website Links

 


 

VALUABLE CHECKLISTS & 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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