Client Resources
Engagement Letters & Payment Authorization
- 2024 Individual Tax Engagement Letter
- 2024 Business Tax Engagement Letter
- 2024 1040 Extension Request
- Payment Authorization Form
- Payment Authorization Form (3rd Party Arrangements – ACH)
- Payment Authorization Form (3rd Party Arrangements – Credit Card)
2024 Tax Resources
2023 Tax Resources
Useful Forms
Useful Links for Individuals & Businesses
- EFTPS (Electronic Federal Tax Payment System) Enrollment
- State Government Website Listing
- Tax Due Date Calendar
- Estimated Tax Payment Rules
- IRS Publication Listing
- Foreign Bank Account Disclosure
Individuals
Businesses
Tax Compliance Calendar
| Sun | Mon | Tue | Wed | Thu | Fri | Sat |
|---|---|---|---|---|---|---|
| Deadline to file Foreign Bank Account Report for the year 2014. 12:01 am Deadline to file Foreign Bank Account Report for the year 2014. Jun 30 @ 12:01 am – 11:59 pm This report is required if you have over $10,000 (in aggregate) held in foreign bank accounts. Foreign Bank Account Reports have a new form number (FinCEN Form 114) and must be filed electronically. |