With our easy to use Client Download section you can now download time saving documents right to your computer and fill them out at your own pace.

2010 Tax Preparation Documents

Click the link below to begin the PDF download.

• 2010 Tax Organizer – Adobe Acrobat PDF
• Prospective Client Questionnaire

Links

• Internal Revenue Services
• Social Security
• Franchise Tax Board
• Money Magazine
• Bank Rates
• College Saving Plans
• California’s ScholarShare Tuition Plan
• Wall Street Journal

Tools

• Mortgage Calculator
• Loan Calculator
• Qualify for Home Purchase
• Mortgage Refinance Breakeven
• Time to Payoff Credit Cards
• Loan Amortization Calculator
• Retirement Income Planner
• Regular IRA vs. Roth IRA
• Auto Loan Payment Calculator
• Buying vs. Leasing
• Children’s Education Savings
• Investment Needed to Achieve Goal
• Minimum IRA Distribution Calculator
• IRA Distribution Before Age 59 1/2
• Years to Become a Millionaire
• Ratio Calculators