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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
2023 Individual Tax Engagement Letter
2023 Business Tax Engagement Letter
2023 1040 Extension Request
Payment Authorization Form
Payment Authorization Form (3
rd
Party Arrangements – ACH)
Payment Authorization Form (3
rd
Party Arrangements – Credit Card)
2023 Tax Resources
2023 Individual Tax Checklist
2023 Individual Tax Organizer
2022 Tax Resources
2022 Individual Tax Checklist
2022 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
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