Client Resources
Engagement Letters & Payment Authorization
- 2024 Individual Tax Engagement Letter
- 2024 Business Tax Engagement Letter
- 2024 1040 Extension Request
- Payment Authorization Form
- Payment Authorization Form (3rd Party Arrangements – ACH)
- Payment Authorization Form (3rd Party Arrangements – Credit Card)
2024 Tax Resources
2023 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
Businesses
Tax Compliance Calendar
| Sun | Mon | Tue | Wed | Thu | Fri | Sat |
|---|---|---|---|---|---|---|
| Due date for 2014 Forms W-2, 1098, 1099, etc. to be mailed to recipients 12:01 am Due date for 2014 Forms W-2, 1098, 1099, etc. to be mailed to recipients Jan 31 @ 12:01 am – 11:59 pm Due date for Fourth Quarter 2014 Form 941 Payroll Quarterly Reports and TWC Forms C-3. 12:01 am Due date for Fourth Quarter 2014 Form 941 Payroll Quarterly Reports and TWC Forms C-3. Jan 31 @ 12:01 am – 11:59 pm |