Individual Tax Center
Client Engagements
- Disclosure Form: Individuals
- Privacy Privacy Policy
- Engagement Letter
- Audit & Correspondence Protection Plan
- 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 Disclosure Memo
- Form 7203