Client Resources
Engagement Letters & Payment Authorization
- Payment Authorization Form
- Payment Authorization Form (3rd Party Arrangements – ACH)
- Payment Authorization Form (3rd Party Arrangements – Credit Card)
2025 Tax Resources
2024 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