Malcolm Ponder's West Marin Tax Service forms:

Information Sheet for New Clients

Letter of Engagement (year blank)

Letter of Engagement - 2017

Opt-Out Statement 1040 - 2017

Opt-Out Statement 1040 - (year blank)

Health Care Questionnaire

Disclosure Authorization

Office in Home: Utilities

Federal Forms:

Form 4868 - Application for Automatic Extension of Time To File U.S. Individual Income Tax Return

Form W-4 Employee’s Withholding Allowance Certificate

Form W-7 Application for IRS Individual Taxpayer Identification Number

Form W-9 Request for Taxpayer Identification Number and Certification

Form I-9 Employment Eligibility Verification

Form 9465 Installment Agreement Request

SS-4 Application for Federal Employee ID Number

Additional IRS Forms

California Forms:

CA Form DE 1 Registration Form for Commercial Employers

CA Form DE 4 Employee’s Withholding Allowance Certificate

CA Form DE 34 Report of New Employee(s)

CA Form DE 542 Report of Independent Contractor(s)


Advanced Health Care Directive Form

Valuation of non-cash charitable contributions - Salvation Army

Valuation of non-cash charitable contributions - Goodwill

Charitable contribution worksheet

What Should I Store in a Safe Depost Box?

Asset Protection Tips from DeMartini & Walker Law Offices
(External website:
Discussion of Health Care Reform Act
California's Health Insurance Exchange
Federal Health Insurance Exchange
Federal Poverty Level Guidelines

Kaiser Family Foundation Health Reform


Tax Agencies Links

Internal Revenue Service

Social Security Administration

California Franchise Tax Board

California Employment Development Department

California State Board of Equalization

California Secretary of State

Malcolm can be reached by mail at:
3 Ocean Parkway
Bolinas, CA 94924

Tel (415) 868-1854
Fax (415) 868-1855