Resources


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

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