Letters
Click the PDF icon to open a copy of the current tax form. This requires Adobe Reader. If you do not have this program, you may download it for free here.
Year End Client Letter
The attached letter gives my office hours for the 2008 tax season and options for how you can obtain your tax return copies.
Year End Business Letter
The attached letter gives my office hours for the 2008 tax season and options for how you can obtain your tax return copies.
Checklist of Necessary Information
The attached list gives you information regarding the data that I need in order to complete your personal income tax returns.
Individual Client Engagement Letter
Please print out and sign this engagement letter and return it with your personal tax information so that I can complete your return.
Corporate Engagement Letter
Please print out and sign this engagement letter and return it with your corporate tax information along with all the information on the Business Organizer so that I can complete your returns.
Compliation Engagement Letter
Please print out and sign this engagement letter and return it with your corporate tax information along with all the information on the Business Organizer so that I can complete your returns.
Payroll Deadlines
All clients who have employees should print out and keep available the information regarding deadlines for filing payroll tax returns and making federal depositories. The penalties assessed by the various states and the federal government for not complying with these deadlines are steep.
Consent to Disclosure
Federal law requires this consent form be provided to you. Unless authorized by law, I cannot disclose, without your consent, your tax return information to third parties for purposes other than the preparation and filing of your tax return.