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Santa Maria California Form 3520: What You Should Know

Letter of Authorization for Attorney-Client Privilege Letter of Authorization for Attorney-Client Privilege. Part 7 — Filing Form 4868, Authorizing Attorney-Client Privilege You can find the 2025 forms (which don't require an attorney) at the link. [Editorial note: You do need a California Attorney for 2025 tax year.] If you need to file a POA by mail instead of in person, the mail-in version is the most efficient. It's available in our online catalog. The forms are available at: Part 7 — Filing Form 4868, Authorizing Attorney-Client Privilege It can be filed online through the California Secretary of State's (SS) online Property Tax Filing system, or you can download and complete and mail the SF-853 or SF-903 form. There is also an application that will do the same thing [Appendix A, “Forms and Other Instructions”]. All that is required is, “In the event of a change of attorney, name, address, and the date of completion.” [Note: You have to print and fill out the form in PDF format, not Post-It notes. You will find a form with four parts: Letter of Authorization for Attorney-Client Privilege, Form 4868 Request for Petition, Fee, and Attachments.] Part 8 — Letter of Authorization for Attorney-Client Privilege Part 9 — Signatures Authorizing a Power of Attorney Part 10 — Filing Forms 1–38 Part 11 — Signature and Date (required for 2025 tax year) Once again, keep the paper form that forms are signed in your safe. If you receive an updated POA in the mail indicating a change in attorney, it'll mean that you're getting the most efficient form for your filing. If you need to file your POA in person, check the address at the bottom of the paper form. You'll find the address on Part 9.

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