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Resources

Engagement Letters & Payment Authorization

  • 2018 Individual Tax Engagement Letter
  • 2018 Business Tax Engagement Letter
  • 2019 Payment Authorization Form
  • Payment Authorization Form for Third Party Payment Arrangement(s)

2018 Tax Resources 

  • 2018 Individual Tax Checklist
  • 2018 Individual Tax Organizer

2017 Tax Resources 

  • 2017 Individual Tax Checklist
  • 2017 Individual Tax Organizer

Secure Client Data Exchange

Client Portal & Client File Drop

  • ShareFile
  • Client File Drop

Useful Forms, Links & Information (Cont.)

Useful Forms

  • I-9 (Employment Eligibility Verification)
  • W-4 (Employee’s Withholding Allowance Certificate)
  • W-9 (Request for TIN)
  • Form 8822 – Address Change Forms (Business & Individual)
  • Form 1040-ES (Estimated Tax For Individuals)

Useful Links for Individuals & Businesses

General
  • 2018 Tax Deadlines
  • EFTPS (Electronic Federal Tax Payment System) Enrollment
  • State Government Website Listing
  • Tax Due Date Calendar
  • 2017 Tax Deadlines
  • Estimated Tax Payment Rules
  • IRS Publication Listing
  • Foreign Bank Account Disclosure
Individuals
  • What Is the Status of my Amended Return?
  • Where’s My Refund?
  • IRS Account & Return Transcripts
  • 1040 Extension Request
Businesses
  • Texas Comptroller Entity Search
  • Texas Comptroller Sale Tax Home Page
  • Texas Workforce Commission
  • Bureau of Labor Statistics- Wage Data
  • GSA Per Diem Rates

Prior Year Tax Resources

  • 2016 Individual Tax Organizer
  • 2015 Individual Tax Organizer
  • 2014 Individual Tax Organizer
  • 2013 Individual Tax Organizer

2900 Weslayan Street | Suite 475 | Houston, Texas 77027
©2016 THE CALDERWOOD GROUP
Tel: 713.622.4700 | Fax: 713.758.0261 | Contact Us
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