Forms & Articles Client Consent Form:  New regulations require us to have a taxpayer's consent before any tax return information can be disclosed to a third party or used for any purpose other than the preparation and filing of your tax return.  Please use the form below to request that we release your tax return information to a third party (bank or mortgage company, for example).   Client_Consent_Form-ASK.pdf   Credit Card Payment Form:  Use this form to submit payment to our firm via credit card  Credit_Card_Payment_Form.pdf Form W-9:  Use this form to request indentification numbers and formal names from service providers  Form_W-9.pdf Small Employer Health Insurance Credit Worksheet:  Electronic version of the one included in the year end mailing:  Health_Ins_Credit_and_Worksheets.xls

Business owners and taxpayers should be aware of these issues that we feel are important to the success of each and every company.     Sales & Use Tax     -     Sales & Use Tax Sales and use tax audits are the primary audits of the state taxing agencies and are therefore increasing in frequency. To address this issue, this letter highlights some of the main issues in sales/use tax.   Internal Controls - Updated   -   2011_Internal_Control_Letter.pdf Internal controls should be implemented within every business.  The person most trusted within an organization is often the one who can steal with the least effort.  To address this issue, this letter highlights some of the main issues in internal controls.