Resources

Below are a list of documents and links for our employees and customers to reference. We encourage you to take a look!

Client Portal, File Transfer and Mail:

Click Here for a login screen to access your QuickBooks data files.

File Transfer - an application for remotely sending us your files.

Web Mail Login - a link for us to log into our email accounts from anywhere.

Payroll Forms: Choose a file from this drop down list! Company Authorization for Direct Deposit Setup.pdf Employee Authorization for Direct Deposit.pdf W-4 - IRS 2010 Employee Withholding.pdf I-9 - Employment Eligibility Verification.pdf SS-4 - IRS Employer ID# Application.pdf Instructions for FORM SS-4.pdf SS-4 - New Employer Online Federal ID# Application.pdf DE-1 App for EDD Employer ID.pdf DE-26 EDD EFT Authorization.pdf DE-4 CA Employee Withholding.pdf DE-88 EDD Payroll Tax Coupon.pdf

Other Forms: Choose a file from this drop down list! W-9 - IRS Request for Independent Contractor ID.pdf Expense report.xls Mileage Log.xls Suggested Record Retention List-2.pdf

References: Choose a link from this drop down list! California Labor Code CA Dept of Industrial Welfare - Paydays, pay periods, and the final wages CA Dept of Industrial Welfare - Wage orders CA EDD Home Page California State Board of Equalization National Association of Women Business Owners - Santa Barbara Chapter Santa Barbara Area Chapter of the American Payroll Association Santa Barbara Bookkeepers Association