Documents

We understand the importance of having the right information to streamline your business operations, so we have created a library of resources to help assist you with what you need. At Total Business Care, LLC, we are dedicated to providing our clients with the latest and most relevant resources to help them thrive in today's dynamic business environment.

Forms

The following includes forms that have been created by TBC as well as other helpful tax forms from other resources and agencies.

➜ TBC Forms

➜ Other Agency Forms

• CA Franchise Tax Board: Forms and Publications

• California Secretary of State: Forms, Samples and Fees

• CDTFA: Forms

• IRS: Forms, Instructions, Publications

Handouts

The following handouts have been created by Total Business Care and are available for you to use.

➜ QuickBooks Keyboard Shortcuts

Record Retention

In accordance with TBC’s current document retention policy we will retain copies of our work papers and your tax returns for your engagement for seven years. All your original records will be returned to you. We will provide you a copy of the depreciation schedules and tax returns and other pertinent work papers that should be a part of your books and records. After seven years our work papers, files and copies of tax returns will be destroyed.

➜ TBC Recommends

• You keep your copies of your tax returns indefinitely.

• You keep documents related to real estate and/or stock sales and purchases indefinitely.

• You keep all documentation regarding and related to carryover losses, if you have such, indefinitely.

Disaster Relief Information

The following links are some places you can view updates regarding disaster relief information.

• CA Department of Social Services: Disaster Services

• CA.gov: Disaster Relief Resource Guide

• EDD: Disaster-Related Services

• IRS: Around the Nation

• IRS: Disaster Assistance and Emergency Relief for Individuals and Businesses

• IRS: FAQs for Disaster Victims

• IRS: Tax Relief in Disaster Situations

• US Department of Homeland Security: FEMA.gov

• US Small Business Administration: Disaster Assistance

Web Directory

We have created a directory of links of trusted sources for both business and personal use. 

This directory includes federal, state, and local governments along with network business partner’s sites.  Each site is continually updating so please visit these sites frequently, they may contain some duplicate information.

➜ Federal

• Center of Disease and Control and Prevention

• Federal Coronavirus Tax Relief

• IRS News Around the Nation

• US Small Business Admin - SBA

➜ CA State

• State of CA Franchise Tax Board - FTB

• CA Covid-19

• California Dept. of Tax + Fee Admin - CDTFA

• Labor + Workforce Development Agency

• CA State Association of Counties

➜ Affiliates

• ADP Resource COVID-19 Small Business Resource Center

• COVID-19 Paychex Resource

• National Federation of Independent Business - NFIB

🔎 Able to find what you are looking for?

If not, would would be happy to assist you! We invite you to contact our office so we may work with you to find the information you need.