NorCal
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NorCal
EAF
Services

NorCal EAF ServicesNorCal EAF ServicesNorCal EAF Services
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  • documents
  • Contact
  • About
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Downloads

 

To help you stay organized with your finances, feel free to download and print any of the documents below.

These resources are designed to support your financial planning and make managing your money easier.

if there are any other documents you would like us to upload please let us know!

INDIVIDUAL TAXPAYER ORGANIZER (2025) (pdf)Download
Questions for new clients (BOOK-KEEPING) (pdf)Download
1040_EXAMPLE_pdf (pdf)Download
W4 EMPLOYEE WITHHOLDING CERTS (pdf)Download
Power of Attorney 2848 (pdf)Download
1099-MISC (pdf)Download
SCHEDULE SE (pdf)Download
8938 Statement of Specified Foreign Financial Assets (pdf)Download
SCHEDULE B (pdf)Download
SCHEDULE C (pdf)Download
SCHEDULE D (pdf)Download
SCHEDULE E (pdf)Download
SCHEDULE F (pdf)Download
SCHEDULE H (pdf)Download
SCHEDULE R (pdf)Download

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