Transforming Financial Strategies.

We deliver tailored tax solutions that drive growth, ensuring compliance, efficiency, and peace of mind through expert guidance and personalized support. Learn More

Sharma Tax is a leading provider of personalized tax solutions, focused on simplifying complex tax processes for businesses. We ensure tailored strategies, ongoing support, and expert guidance, helping our clients navigate their financial landscape with confidence. Our commitment to excellence empowers businesses to optimize their financial outcomes and foster sustainable growth.

TAX FORMS FOR INDIVIDUALS

Access useful resources for individual income tax filing
2023 Client Engagement Letter
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4506-T: Reqest for Transcript
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W7: ITIN Application
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W4: Employee Withholdings
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4506: Request for Tax Copy
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Form 8822: Change of Address
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2848: Power of Attorney
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Form FinCen 114: Foreign Financial Accounts
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4868: Request for Extension
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Independent Contractor / Sole Proprietor Worksheet
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WORKSHEETS FOR INDIVIDUALS

Download and use these income tax worksheets
2023 Client Information Worksheet
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Home Office
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Stock Worksheet
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Rental Property
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1099/ Contractor Worksheet
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Mileage Log
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TAX FORMS FOR BUSINESSES

Relevant tax forms for small businesses
2023 Business Engagement Letter
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7004: Request for Extension
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W9: Request for Taxpayer ID
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8822-B: Change of Business Address
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Consent to Disclose (Business)
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TAX WORKSHEETS FOR BUSINESSES

Use these forms to make filing easier for the upcoming tax season
Sample Profit & Loss Statement
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Sample Balance Sheet
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tax TOOLS

Explore our preferred resources for California state and federal tax filing
California Website

We strive to provide current, reliable, and accurate information on the Franchise Tax Board website. However, the tax laws are complex and subject to change.

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CA Secretary Of State

The Secretary of State’s office comprises nearly 500 people who are dedicated to making government more transparent and accessible in the areas of elections, business, political campaigning, legislative advocacy, and historical treasures.

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IRS Website

The IRS Restructuring and Reform Act of 1998 prompted the most comprehensive reorganization and modernization of IRS in nearly half a century. The IRS reorganized itself to closely resemble the private sector model of organizing around customers with simil...

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CA Statement Of Info Filing

Authorized representatives may use this service to file an initial, annual or biennial statement for most corporations.

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CA Board Of Equalization

The IRS Restructuring and Reform Act of 1998 prompted the most comprehensive reorganization and modernization of IRS in nearly half a century. The IRS reorganized itself to closely resemble the private sector model of organizing around customers with simil...

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Where's My Refund?

The IRS Restructuring and Reform Act of 1998 prompted the most comprehensive reorganization and modernization of IRS in nearly half a century. The IRS reorganized itself to closely resemble the private sector model of organizing around customers with simil...

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Where's My Refund (CA)

The IRS Restructuring and Reform Act of 1998 prompted the most comprehensive reorganization and modernization of IRS in nearly half a century. The IRS reorganized itself to closely resemble the private sector model of organizing around customers with simil...

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IRS Direct Pay

Use this secure service to pay your individual tax bill or estimated tax payment directly from your checking or savings account at no cost to you. You’ll receive instant confirmation that your payment has been submitted. Just follow the easy steps below. B...

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Where Is My Amendment?

This tool is available Monday through Friday, but unavailable Saturday 9:00 pm Eastern Standard Time to Sunday, 6:00 pm Eastern Standard Time. Although we may have received the 1040X you filed it will not show up on our system during the time the applicati...

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California Webpay

Use Web Pay to make your personal or group nonresident/composite income tax payments online. You can pay today or schedule your payment up to one year in advance.

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Withholding Calc. (Form W4)

If you are an employee, the Withholding Calculator can help you determine whether you need to give your employer a new Form W-4, Employee’s Withholding Allowance Certificate to avoid having too much or too little Federal income tax withheld from your pay. ...

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Federal Payment Agreement

You can avoid unnecessary penalties and interest by paying your taxes in full and on time. This application will allow you or your authorized representative (Power of Attorney) to apply for an installment agreement if you cannot pay your taxes in full. Lea...

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California Payment Agreement

We will always ask you to immediately pay your tax liability (including interest and penalties) in full. We encourage you to borrow from private sources to immediately pay your liability in full. If you do not have the financial ability to immediately pay ...

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Navigating Your Business Growth

Our Promise of Service Excellence

Dedicated to your success, we personalize strategies to align with your vision, delivering unparalleled service.

Trusted Partnerships, Proven Results

Our team builds lasting partnerships, providing expert guidance to help businesses navigate complexities and achieve sustainable growth.