Here are some convenient links to assist you in your tax planning and filing preparation:
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Client Portal |
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New Client Info Sheet – Individual:
Please fill this form out and bring it with you to your first appointment |
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New Client Info Sheet – Business:
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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![]() 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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“Where’s my Amended Return?” |
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Pay your Federal Taxes Online: You must enroll to use this service |
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Make a one time payment IRS Website |
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Form 114 (FBAR) E-Filing Report of Foreign Bank and Financial Accounts |