Financial Guidance

Additional Information

Welcome to the Appointment Resource Center. Visit this area to find our appointment calender link to view available open appointment times you like to request and documents to help you prepare for your upcoming tax appointment. If you like to request a time shown available please call, email or send a text. 

Monique Direct: (559)871-5176

Monique Appointment Calender Link  - You can book appointment now live via this link 

Patricia Direct: (559)871-5096 (se habla espanol)

Item and information will be continually added to this area based upon your needs. If there is a preparation topic or a item you would like to see added, please send an email. Your feedback is important.

Individiual Tax Payer Resources:

2017 Individual Taxpayer Organizer

2017 Individual Taxpayer Organizer-Sole Proprietorship

2017 Individual Taxpayer Organizer-Rental Properties

2017 Health Care Organizer

For All Tax Payers:

2017 Engagement & Privacy Policy Letter and General Consent to Use Disclosure 

Fair Market Value Guide

Corporate, Partnership and LLC Resources

2017 C Corporation Organizer

2017 S Corporation Orgainizer 

2017 Partnership Organizer 

2017 LLC Organizer


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