Iraj Pessian & Associates

Certified Public Accountants

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Things worth reading before you need them.

Checklists we hand to clients, and short pieces written by the people who signed your return. Nothing here is a lead magnet: no form stands between you and a download.

Checklists
and worksheets

The same documents we send new clients. Take them to any accountant you like.

Individual tax return — document checklist

Everything to gather before the first appointment.

PDF

2 pp
New business — first-year filing calendar
Every federal and California date in your first twelve months.

PDF

1 p
Executor's first ninety days
What has to happen, in what order, and what can wait.

PDF

3 pp
Received an IRS notice — what to do today
One page. Read it before you call anybody, including us.

PDF

1 p
Year-end planning worksheet for owners
The eight decisions still open in December.

PDF

1 tab

Written
by the firm

Short, and only when there is something to say. Each piece is signed by the CPA who wrote it.

September 3, 2026
The four things an executor should do in week one

And the several that feel urgent but are not. — Charisse Miguel, CPA
September 3, 2026
Books that close monthly cost less than books that close annually

Why March reconstruction is the most expensive bookkeeping there is. — Ada Kurashige, CPA
September 3, 2026
A CP2000 is a proposal, not a bill

What the letter actually says, what the thirty days actually mean, and the two ways it usually resolves. — Iraj Pessian, CPA
September 3, 2026
Reasonable compensation, and why the IRS keeps asking about it

The salary-versus-distribution question, answered with the arithmetic rather than a rule of thumb. — Garman Chan, CPA
All articles

Tax news wire

Syndicated · not written by this firm

A question the checklist
does not answer?

Ask it directly. [CONSULTATION LENGTH, FEE AND TERMS].

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(310) 540-4123