Snowbird with Residency Tax Problem? If you're a nonresident who has a second home in California, you may want to read the Ten Warning Signs of Residency Audit. If some of the warning signs apply to you, print out the confidential questionnaire, complete it, and send it to our firm for an analysis of your exposure to California's high income tax system.
Need Estate Planning Advice? If you'd like information on an estate plan that makes sense for you, print this confidential questionnaire, complete it, and send it to our firm. We will contact you about setting up a meeting to discuss your estate planning needs.
Confidential Residency Tax Audit Questionnaire
