Resources

Business and Individuals

Document locator sheet

Financial binder table of contents

Bookkeepers

Bookkeeper checklists

Record retention schedule

Employment Development Department: Forms & Publications

Internal Revenue Service 

For additional information, consider consulting the following links:

American Institute of Certified Public Accountants

American Institute of CPA Tax Division

American Institute of Professional Bookkeepers

California Society of CPAs

Employment Development Department: Forms & Publications

Franchise Tax Board

Internal Revenue Service

Internal Revenue Service: Forms and Publications

Planned Giving Design Center

Santa Barbara County Estate Planning Council

Santa Barbara International Film Festival     

Unclaimed Property Search State of California

U.S. Small Business Administration