Personalized Financial Guidance
For Businesses And Individuals

(530) 898-8647

Resources

Below you will find some links to useful tools for thinking and planning. Let us know if there is something specific you  need that you don’t see here, or come in and visit with us to answer any questions you have about your financial and tax situation.

Client Tax Organizer (printable PDF)

Tax Guide for Record Keeping (printable PDF)