Helpful Links

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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

Document Retention

Client Information Form – for K-1s, Business Owners, etc

Annual Client Letter – 2020

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

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Business Start-up and Management

Mileage Rates

What Mileage Can I Deduct?

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

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Income Tax FAQ

IRS Guidelines on Moving Expenses

Guideline for Charitable Contributions

Overview of Federal & WA State Nanny Taxes

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Online Banking

Adding New Users to Your Online Banking