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
Client Information Form – for K-1s, Business Owners, etc
Client Billing and Fee Agreement 2020-2021
Individual Income Tax Engagement Letter – 2020-2021 (PDF version)
Individual Income Tax Engagement Letter – 2020-2021 (DocuSign version)
Bookkeeping and Accounting Expectations for Business and Entity Tax Returns
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
- Guidance issued for LLCs seeking tax-exempt recognition October 22, 2021
- Videoconferencing with IRS now an option for all LB&I taxpayers October 19, 2021
- IRS addresses taxpayer reliance on FAQs, will save copies of old FAQs October 15, 2021
- Social Security wage base, COLA set for 2022 October 13, 2021
- Final regulations establish a user fee for estate tax closing letters September 27, 2021
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