Forms & Resources
Helpful tools for tax season and everyday accounting.
Official Tax Forms
External official resources. These links open in a new tab.
These are independent government resources. Principe Accounting & Tax Services is not affiliated with the IRS or the California Franchise Tax Board, and not every form applies to every client.
IRS Forms & Instructions
Federal tax forms, publications, and instructions from the Internal Revenue Service.
California Franchise Tax Board Forms
State of California tax forms, publications, and filing information.
Gathering Your Documents
Clients should gather documents relevant to their circumstances, such as income statements, prior returns, expense records, or business statements. Not every listed item is mandatory. Contact us for guidance about your specific situation.
Sharing Completed Forms
Completed forms and confidential documents must go through the designated verified client portal — not a shared public resource library. If you are a current client and need portal access, please contact the office.
Resources provide general information. Contact us for guidance about your circumstances.