Resource Library

1099 Refusal to Issue 1099 Notice and Sign Off Template.docx
2020 1099 Refusal to Issue 1099s or No 1099s to Report.doc
Confidentiality Agreement.docx
Disengagement Letter - Prior Firm Template.docx
Disengagement Letter -Release of Information.docx
NDA.docx
PA - Client Disengagement Letter Template.docx
PA Confidentality Agreement - Template.doc
PA Confidentality Agreement.doc
1099 Engagement Letter - Template.doc
2019 ABC Individual Amended Tax Return Engagement Letter.doc
2019 ABC Individual Tax Return Engagement Letter.doc
2019 SBD - Engagement Letter and Payment Authorization.docx
2020 1099 Engagement Letter and Payment Authorization V1.doc
2020 Engagement Letter - PPP Loan Application & Forgiveness Application.doc
Powerful Accounting Entity Creation Engagement Letter Template.doc
Retainer Letter Agreement Template.docx
Tax Return Preparation Fee Schedule .xlsx
2018 RightSignature Email Templates.docx
Accountable_Plan_Template.docx
ADP Referral Document for DocuSign.doc
Bonus Calculation Worksheet.xls
Estimated Tax Email Template.docx
Mailing and Tax Package Labels.docx
New Entity Setup Questionnaire - Template.doc
New Entity Setup Template.doc
Notification of Responsibility - Payroll Services V1.docx
PA - Payment Authorization Form - Software Solutions.doc
PA - Payment Authorization Form.doc
PA - Tax Payment Authorization.doc
Payment Authorization Form - Template.doc
Powerful Accounting SBD Value Pricing Model FINAL - 2019-06-13.rtf
Rev Rul 69-184 - Partners On Payroll Letter to Partner Template.docx
Tax Return Email Templates.docx
Tax Season 2018 Kickoff - Client Presentation.pptx
30-Day step-by-step plan to get into the Cloud
Fraud & Forensic Case - Discovery Questionnaire.docx.doc
2018 ABC Cover letter for Business Tax Return Engagement Letter - V2.doc
2018 ABC Cover letter for Individual Tax Return Engagement Letter - V2.doc
2018 Tax Prep Fees for Clients.docx
2020 Business Organizer - Template.doc
2020 Client Organizer - Universal.doc
2020 Client Organizer Married - Template.doc
2020 Client Organizer Single - Template.doc
Business Partner Information Document.doc
Consent to Disclose Tax Return Information Template.docx
Home Office Deduction Worksheet.xlsx
Morrison Self-Employment Letter.doc
2020 IRS Letter for NOL Carryforward Template.doc
2020 IRS Letter for Reconsideration of S-Election.doc
2020 IRS Partnership Abatement Penalty Letter.doc
2020 S_Corporation Late Filing Abatement Template.doc
2021-04-26 Notice Response - Mongaras Tax Year 2017.doc
2021-06-15 Medhi IDR Response Letter.doc
2021-07-21 Notice Response - Boyette Tax Response 2015.doc
DRS Passthrough Entity Penalty Abatement Request.docx
Form 433A & 433B List of Information Needed.doc
Initial Information Request - IRS Examinations Template.docx
IRS Civil Audit Discovery Questionnaire.doc
IRS Civil Auditor Representation Letter Template.docx
IRS First Time Penalty Abatement - Individual.docx
OIC Rejection Appeal Letter Template.docx
Penalty Abatement - Non-Profit Organization.docx
Penalty Abatement Request Hardship Multiple Years Template - S-Corporations and Partnerships.docx
Penalty Abatement Request Late Filing on Final Return - Template S-Corporations.docx
Penalty Abatement Request Template - Partnerships and S-Corporations.docx
Penalty Abatement Request Template - Partnerships.docx
Response Template - IRS Letter for 1095-A and Form 8962.doc
Template - IRS Information Return Abatement Request.docx
Template - IRS Power of Attorney Notification to Agent.docx

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