Forms

Record Retention Guidelines

Click Here for our publication – Record Retention: Deciding Which Financial Records to Keep.

EFTPS Authorization to Make Payment

Our office can make the EFTPS payment after receiving a written authorization

  • Click Here – Authorization to Make EFTPS Payments

Authorization to Release Tax Return

Current IRS Regulations require a specific form signed by the taxpayer before we can send copies of tax returns to outside parties or employees.

  • Click Here – Tax Return Authorization to Release

Firm Forms