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Quick Reference Forms and Documents

Credit Card Authorization - Payment Authorization for Credit Cards

Contract Labor W9 - Request for Taxpayer Identification Number and Certification

Direct Deposit Authorization - Intended for anticipated IRS refunds

FIRE Application - Application for Filing Information Forms Electronically

Individual Client Organizer - Tax Preparation Assistance

Power of Attorney F2848 - Power of Attorney and Declaration of Representative

Record Retention - How long do you need to keep what records?

Required Minimum Dist - Frequently asked questions

Tax Cuts & Jobs Act - 2018 Tax Briefing

USCIS FI9 - Employment Eligibility Verification and Instructions

Wage Labor W4 - Employee's Withholding Allowance and Certification

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Here are some helpful websites

Affordable Care Act Info - Shared responsibility explanation

Internal Revenue Service - Always a site to save in your favorites

IRS Phone Scam Update - IRS urges public to stay alert for scams

Money Magazine - Online resource for financial information

Tax Calendar - Annual Tax Reporting Deadlines

Texas Comptroller of Public Accountants - If you live and do business in Texas

Tax Withholding Estimator - Employee W4 Tool

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