Client Resources

Prepare, organize, and understand your engagement.

These general resources help clients gather records and identify common tax and business information needs.

Identification, income documents, deductions, credits, education, investments, dependents, and payment records.

Income, expenses, assets, payroll, inventory, loans, owner activity, prior returns, and entity records.

General guidance regarding identity, foreign status, tax-purpose documentation, and Form W-7 support.

Maintain records for the period required by applicable tax, business, payroll, and legal rules.

Entity, tax classification, EIN, banking, accounting, licensing, payroll, insurance, contracts, and compliance calendar.

Answers to common questions about consultations, documents, fees, remote service, ITINs, and tax notices.