Burkey & Cox is pleased to make it easy for new clients by providing forms on-line. Just click on a link to download a form. You can then print and fill out the form in the privacy of your home at your own pace, and bring it with you “completed” for your appointment.
Please print all forms on “white paper” only.
If you have any questions or need assistance, please call 661-267-2005.
New Client Questionnaire
The New Client Get Acquainted Questionnaire is for “business owners only.” Completion of this form will help you get the most out of the firm’s services. New Client Questionnaire (Business Owners)
Today in the world of rising costs, Burkey & Cox likes to keep overhead to a minimum and pass the “savings“ on to the clients. Completion of this form will assist in keeping your costs as low as possible. Finance Policy
There are many great sites on the World Wide Web, but trying to actually find those great sites can be a frustrating experience. Below is a list of websites that are a resource of information. They cover the Internal Revenue Service IRS, federal agencies, state tax agencies, and news and financial websites of importance.
The Internal Revenue Service – Home of the IRS on the web. The IRS has definitely done a nice job on their website.
Check IRS Refund Status – Track your tax return through the IRS website.
California State Board of Equalization – State Department of Revenue.
Income Tax Refund Status for California – State Tax Refund link.
California Secretary of State – Business Portal tools for California corporations and limited liability companies LLCs.
California Franchise Tax Board – The Franchise Tax Board is responsible for administering two of California's major tax programs: Personal Income Tax and the Corporation Tax.
California Employment Development Department – Your direct link to job placement and referrals, unemployment insurance, disability insurance, employment and training, labor market information, payroll taxes and more.
Social Security Online – The Official Website of the U.S. Social Security Administration.
U.S. Small Business Administration – Small business programs and services to help you start, grow and succeed.