Supplement to Client Tax Return Engagement Letter
The attached document is an integral part of our engagement letter and is referred to in our tax preparation engagement letters.  This document is available to download.

Employee versus Independent Contractor
The IRS and state agencies are closely examing the classification of workers as either independent contractors or employees.  The penalties for misclassification are high.  The IRS is also requiring an affirmation on the tax returns that 1099's were filed for all independent contractors.

Privacy Policy
We are committed to maintaining the highest standard of privacy surrounding your information.  The attached document discusses our Privacy Policy.

Events Calendar
The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

Client Tax Organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.

Federal Tax Forms & IRS Publications
Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.