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 Fee Agreement 2019-2020
Individual Income Tax Engagement Letter – 2019-2020 (PDF version)
Individual Income Tax Engagement Letter – 2019-2020(DocuSign version)
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
- Final regs. issued on payments to charitable organizations August 10, 2020
- Executive order delays workers’ payroll tax payments August 10, 2020
- TIGTA critiques IRS’s protection of taxpayer data August 4, 2020
- AICPA continues to ask Congress to include PPP deductibility in upcoming legislation August 4, 2020
- Proposed rules govern carried interests August 3, 2020
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