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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
Jun
July 2018
Aug
2019
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
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10
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18
19
20
Second Quarter 2018 Texas State, city, and MTA sales and use tax returns including payment of tax in full.
Second Quarter 2018 Texas State, city, and MTA sales and use tax returns including payment of tax in full.
Jul 20
all-day
Tickets
21
22
23
24
25
26
27
28
29
30
31
Second Quarter 2018 Form 941 and TWC Form C-3 Payroll Quarterly Report.
Second Quarter 2018 Form 941 and TWC Form C-3 Payroll Quarterly Report.
Jul 31
all-day
Tickets
2017
Jun
July 2018
Aug
2019