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  • 100 E. Thousand Oaks Blvd. #200, Thousand Oaks, CA 91360
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New Employee Forms

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Organizer Questionnaire

Click here to download the Organizer Questionnaire. Print it and securely submit your answers back to us using our SmartVault link or ShareFile link.

Retention Guide

Click here for Retention Guide

Tax Forms and Publications

Click here for IRS Forms

Click here for CA Forms

Donation value guide and calculator

donation_value_guide_and_calculator.pdf

donation-calculator.xls (Microsoft Excel version)

Lamia Financial Group, Inc.

Tax Services

(805) 494-3416
(805) 725-3416
info@lamiafinancial.com
100 E. Thousand Oaks Blvd. #200, Thousand Oaks, CA 91360

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Mon-Fri: 8AM-5PM
Saturday or Evening by Appointment

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