Helpful Links
General Documents and Organization
Helpful Documents – Our Google Drive Folder
Third Party Disclosure Form – Single Signer
Third Party Disclosure – Married/Dual Signers
Securely Provide Bank Account Information for your Tax Return
Enroll in our ACH Payment Service – Individuals/Tax
Enroll in our ACH Payment Service – Businesses/Recurring
Client Information Form – for K-1s, Business Owners, etc
Client Fee Agreement 2018-2019
Individual Income Tax Engagement Letter – 2018
Business Start-up and Management
Apply for Federal Tax ID online
WA State Business License Application
Establishing Corporations & LLCs in WA State
Create a Payroll Account with Gusto
Form W-9 – used to obtain vendor’s taxpayer identification numbers to support 1099 reporting
Form W-4 – for new employees
Income Tax FAQ
IRS Guidelines on Moving Expenses
Guideline for Charitable Contributions
Overview of Federal & WA State Nanny Taxes
Online Banking
The Tax Adviser News
- Virtual currency not FBAR reportable (at least for now) June 19, 2019
- W-2 methods proposed for Sec. 199A(g) deduction by agricultural co-ops June 18, 2019
- Final HRA rules permit integration with individual health insurance June 17, 2019
- Final rules govern GILTI, Subpart F income, and foreign tax credits June 17, 2019
- Congress approves IRS reform bill, drops Free File language June 14, 2019