California Tax Preparation Services
Ready to simplify your tax preparation?
Prepare your California tax questions with the right records.
Tax Preparation Services By ASI accepts inquiries from California business owners and individuals. Start with your filing years, entity structure and the places where you lived or worked. We use that information to define the preparation and planning conversation.
Planning focus for California
California’s IRS directory points to more than one tax agency. Identify which agency issued each notice, and separate business registration records, income-tax records and employer-account documents.
Separate residency questions from agency-account questions
The Franchise Tax Board’s personal filing resources distinguish resident, part-year and nonresident topics. Prepare dates for moves, work and income documents before discussing which instructions apply. Keep any employer or business-account notice with its issuing agency, rather than assuming it belongs with a personal return.
Build your consultation agenda
List the dates you moved, where work was performed and which agency sent each notice. Include corrected income documents and prior California returns if available.
Use the interactive preparation organizer to identify gaps before contacting ASI.
California FTB personal income tax resources · Source navigation checked September 30, 2026. Follow the agency’s current instructions for the relevant filing year.
California tax-agency resources
The IRS state directory identifies Board of Equalization and Franchise Tax Board under taxation. Use the official resources below to locate the relevant program, account or current instructions. Agency links provide context; they do not establish that every listed tax applies to you.
Business registration and employer records
Keep business registration, employee records and tax filings in distinct groups. The following California resources are listed in the IRS directory. If you hire staff, change the entity or receive a notice, identify the agency and effective date before discussing next steps.
- Governor's Office of Business and Economic Development
- Permits and licenses
- Department of Industrial Relations
- Employment Development Department
What to bring to a preparation conversation
- Prior returns and a list of missing or corrected income documents.
- Reconciled business income and expense records, if available.
- Payment confirmations and notices grouped by agency, tax year and account.
- Dates associated with changes in residence, ownership, staff or operating locations.
Start with our document checklist. For activity beyond California, read the multi-state preparation guide. For an upcoming decision, explore tax planning.
California population and household-income context
The Census Bureau estimates 39,355,309 residents as of July 1, 2025. Its 2024 ACS estimate of median household income is $100,149 in 2024 dollars, with a reported margin of error of ±$381. These describe the state as a whole, not an individual client’s income or tax situation.
Population estimates · Household-income estimates, Appendix Table 1
Related preparation guidance
Switching tax preparers · Preparing for a consultation · Explore all state resources.
Government resource directory checked September 30, 2026: IRS California state resource directory. Use current agency instructions for the relevant tax year.
Federal tax updates for your preparation
These IRS-based updates cover federal topics. Applicability depends on your circumstances.
Schedule a consultationWhat happens next
Share your contact details and the filing years involved. Add optional business details or notes about your state questions. ASI will confirm the engagement scope, fees and secure document-transfer process.