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About
Management
Careers
Services
Tax Planning & Preparation
Business Advisory Services
Back Office Support Part-Time CFO Services
Full Service Payroll
Client Resources
Contact Us
Client Resources
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Client Resources
Client Resources & Documents
Tel:
713.622.4700
| Fax: 713.758.0261 |
Contact Us
Engagement Letters & Payment Authorization
2024 Individual Tax Engagement Letter
2024 Business Tax Engagement Letter
2024 1040 Extension Request
Payment Authorization Form
Payment Authorization Form (3
rd
Party Arrangements – ACH)
Payment Authorization Form (3
rd
Party Arrangements – Credit Card)
2024 Tax Resources
2024 Individual Tax Checklist
2024 Individual Tax Organizer
2023 Tax Resources
2023 Individual Tax Checklist
2023 Individual Tax Organizer
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
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
What Is the Status of my Amended Return?
Where’s My Refund?
IRS Account & Return Transcripts
2022 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
Tax Compliance Calendar
Month
Agenda
Month
2016
Mar
April 2017
May
2018
Sun
Mon
Tue
Wed
Thu
Fri
Sat
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18
2016 Individual Tax Return – Form 1040 or Form 4868 (Extension).
2016 Individual Tax Return – Form 1040 or Form 4868 (Extension).
Apr 18
all-day
Tickets
Deadline to file Foreign Bank Account Report for the year 2016
Deadline to file Foreign Bank Account Report for the year 2016
Apr 18
all-day
Tickets
First Quarter 2017 Estimated Tax payment for Corporations by coupon or electronic filing.
First Quarter 2017 Estimated Tax payment for Corporations by coupon or electronic filing.
Apr 18
all-day
Tickets
First Quarter 2017 Form 1040-ES payment for Individual Estimated Tax.
First Quarter 2017 Form 1040-ES payment for Individual Estimated Tax.
Apr 18
all-day
Tickets
19
20
First Quarter 2017 Texas State, city, and MTA sales and use tax returns including payment of tax in full.
First Quarter 2017 Texas State, city, and MTA sales and use tax returns including payment of tax in full.
Apr 20
all-day
Tickets
21
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25
26
27
28
29
30
2016
Mar
April 2017
May
2018