We have provided links to useful forms and documents below. You will need acrobat reader to view the documents. All links will open in a new window.
| 2009 TAX FORMS |
|
1040-ES | W-4 | 100-ES | 540-ES | DE-34 | 4868 | 2848 | DE-1
|
W-9 | SS-4 | 7004 | 8821 | I-9
|
| BLANK ORGANIZER |
|
This basic tax organizer is designed for new clients. You can complete the tax organizer and fax, e-mail 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. Download Blank Organizer. You will also need an Engagement Letter.
|
| RECORDS RETENTION SCHEDULE |
|
Use this Records retention schedule as a guide for how long you should keep important documents. These periods can vary depending on your particular circumstances. You may need to consult with your attorney or other appropriate advisors regarding particular documents, and therfore, may not be able to rely on the time periods on this schedule. This scedule is only intended to be used as a guide and is not intended to apply to all situations or circumstances. Download Records Retention Schedule.
|
