Here are some convenient links to assist you in your tax planning and filing preparation:
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 New Client Info Sheet:
Please fill this form out and bring it with you to your first appointment |
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Same Day Payment Worksheet:
For businesses to pay their Federal taxes by wire transfer |
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Form 8822 (Individual):
Change of Address |
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Form 8822 (Business):
Change of Address |
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TD F 90-22.1:
Report of Foreign Bank and Financial Accounts |
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W4:
Employee’s Withholding Allowance Certificate |
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W9:
Request for Taxpayer Identification Number and Certification |
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Form 8938:
Statement of Specified Foreign Financial Assets |
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IRS Home page |
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“Where’s my Refund?” |
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Pay your Federal Taxes Online: You must enroll to use this service |
