Helpful Links

---

General Documents and Organization

Helpful Documents – Our Google Drive Folder

Our Tax Calendar

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

Document Retention

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

Mileage Rates

Apply for Federal Tax ID online

WA State Business License Application

Establishing Corporations & LLCs in WA State

Create a Payroll Account with Gusto

Adding us to your DOR Account

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

Extensions are your Friend

---

Online Banking

Adding New Users to Your Online Banking