FORMS

Malcolm Ponder's West Marin Tax Service forms:

Information Sheet for New Clients

Letter of Engagement (year blank)

Letter of Engagement - 2016

Opt-Out Statement 1040 - 2016

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)

USEFUL TOOLS

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: http://www.demartiniwalker.com/demartiniwalkerfaq/

OBAMACAREFACTS.com
Discussion of Health Care Reform Act

COVEREDCA.com
California's Health Insurance Exchange

HEALTHCARE.gov
Federal Health Insurance Exchange

aspe.hhs.gov/poverty/
Federal Poverty Level Guidelines

KFF.PRG/HEALTH-REFORM/
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
e-mail: malcolmponder@hotmail.com