Individual Tax Center
Client Engagements
- Disclosure Form: Individuals
- Privacy Privacy Policy
- Engagement Letter
- Consulting Engagement Letter
- Financial Foreign Account Compliance Memo
- Foreign Accounts and Trust Questionnaire
- Charitable Contributions Memo
- Reportable Transaction Disclosure
- Electronic Filing Memo
- Extension Memo- Individuals
- Estimated Tax Payments Memo-Individuals
- Original Documents Sent to Us Memo
- Verification Statement for Direct Deposit
- Foreign Accounts Engagement: Form 8938 and/or FinCen Form 114
- 1099 Update and Reporting Disclosure
- Virtual Currency and Digital Assets Disclosure Memo
- Form 7203
- Energy & Electric Vehicle Credits Memo
- Deductions for Seniors
- EFTPS Payment Memo
- IRS and IL Payment Memo
- No Tax on Car Loan Interest
- No Tax on Overtime
- No Tax on Tips
- Tax Refund Check Memo