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
- Underpayment penalty relief now automatic for eligible filers August 15, 2019
- Alimony tax gap swells to $3.2 billion, TIGTA finds August 13, 2019
- Rules proposed for classifying cloud and digital content transactions August 13, 2019
- IRS changes its third-party contact procedures August 6, 2019
- Federal court rejects change to substantial-donor reporting requirement August 2, 2019