JWJ Accounting

Individual/Personal Tax Organizer

• New Client & General Use - Fillable PDF Organizer

• Trust/Estate Return - Fillable PDF Organizer

• Existing Client - Traditional printed form - Contact us, Otherwise you can use any of the downloadable organizer/worksheet forms on this page instead. You do not have to hand-write or fill out all your income data on the organizers or worksheets if you have a corresponding tax form (ie. W-2, 1099)—you can just submit copies of these to us and save yourself time.

Business Specific Tax Worksheets

• Self-employed (printable, Not PDF fillable)

General Worksheets (Excel)

• General Expense

• Rental Property Expenses

Individual Specific Tax Worksheets (Excel)

• Actor / Model

• Animation / Tech Director / Post Production

• Artist / Art Director / Computer Graphics

• Musician

• Real Estate Professional

• Executive/Business Professional

• Educator / Teacher

Power of Attorney

• Form

• Instructions

S-Corp Election Forms

• Form

• Instructions

Making Tax Payments Online

Here are the links you can use to pay income taxes online. You'll likely want to designate the payment as a "tax return payment" and select the applicable tax year. Call or email us if you have any questions:

• Fed/IRS - https://www.irs.gov/payments

• State of CA - https://www.ftb.ca.gov/pay/

Download Payment Instructions (PDF)

If paying for the tax return and it is yet-to-be-filed, select "extension" (Federal/IRS) or "extension payment" (CA), or if paying after your return is filed or accepted (wait 24-48 hours after Josh e-files), select "balance due" (Federal/IRS) or "tax return payment" (CA). If making payments for current/forward year, estimated quarterly payments, select "estimated" or "estimated tax payment". If specific to a bill, select “bill payment”.

Refund Status 

• Federal refund - https://www.irs.gov/refunds

• CA State - https://www.ftb.ca.gov/refund/index.asp

Refunds for Federal usually take 3 weeks or less if e-filed (direct deposited or by check). If paper filed, 6 to 8 weeks. For CA state, 2 weeks to receive your refund if e-filed, 4 weeks if paper filed.

COMPLIANCE (CA State SOS, LA City)

LA City Business License

https://www.jwjaccounting.com/business-license-renewal

CA Secretary of State - Statement of Information Filing

Select appropriate entity type for “statement of information” under the entity category: https://www.sos.ca.gov/business-programs/bizfile/file-online

And if seeking $250 penalty abatement, click here: https://www.sos.ca.gov/business-programs/business-entities/filing-tips/email-penaltywaivers

Quickbooks Online Payroll Support

https://help.quickbooks.intuit.com/en_US/contact, select "Quickbooks Online" and then "payroll" and for issue, select "something else", should give a link to startup a chat or you can call them at 1-800-446-8848, Option 3 for “payroll”.