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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
2017
Mar
April 2018
May
2019
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
2017 C-Corporation and Trust Tax Return – Form 1120, Form 1041, and/or Form 7004 (Extension).
2017 C-Corporation and Trust Tax Return – Form 1120, Form 1041, and/or Form 7004 (Extension).
Apr 17
all-day
Tickets
2017 Foreign Bank Account Report – FinCEN Form 114 and/or is automatically extended. This report is required if you have over $10,000 (in aggregate) held in foreign bank accounts and must be filed electronically.
2017 Foreign Bank Account Report – FinCEN Form 114 and/or is automatically extended. This report is required if you have over $10,000 (in aggregate) held in foreign bank accounts and must be filed electronically.
Apr 17
all-day
Tickets
2017 Individual Tax Return – Form 1040 or Form 4868 (Extension).
2017 Individual Tax Return – Form 1040 or Form 4868 (Extension).
Apr 17
all-day
Tickets
First Quarter 2018 Form 1040-ES payment for Individual Estimated Tax.
First Quarter 2018 Form 1040-ES payment for Individual Estimated Tax.
Apr 17
all-day
Tickets
18
19
20
First Quarter 2018 Texas State, city, and MTA sales and use tax returns including payment of tax in full.
First Quarter 2018 Texas State, city, and MTA sales and use tax returns including payment of tax in full.
Apr 20
all-day
Tickets
21
22
23
24
25
26
27
28
29
30
First Quarter 2018 Form 941 and TWC Form C-3.
First Quarter 2018 Form 941 and TWC Form C-3.
Apr 30
all-day
Tickets
2017
Mar
April 2018
May
2019