Individual

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2016 Individual Income Tax Organizer and Engagement Letter For New Clients

This generic Tax Year 2016 organizer is intended for New Individual Clients Only. If you are an existing client, and have misplaced your packet, please contact us and we will provide you with your specialized copy.

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2013 Individual Income Tax Organizer and Engagement Letter For New Clients

This generic Organizer is intended for New Individual Clients Only. If you are an existing client, and have misplaced your packet, please contact us and we will provide you with your specialized copy.

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Estimated Payment Due

Taxpayers who do not pay at least 90 percent of their tax through withholding generally are required to estimate their income tax liability and make quarterly payments of that liability during the year on the 15th day of the 4th, 6th, 9th and 12th months of their tax year. This applies to some Corporations and certain exempt organizations as well. Note, that if this date falls on a weekend or a holiday, the deadline will be the next business day.

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Health Insurance Premium Assistance Credit

Beginning in 2014, a penalty will be imposed on certain individuals who fail to have minimum essential health insurance for themselves and their dependents. However, to help subsidize the cost of health insurance and make it more affordable, eligible individuals who purchase coverage under a qualified health plan through an Affordable Insurance Exchange may receive a premium assistance credit. The IRS has issued guidance for employees on their eligibility to claim this credit.

In order to be eligible for the premium assistance credit, a taxpayer must satisfy the following criteria:

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IRS Taxpayer Bill of Rights

IRS's Taxpayer Bill of Rights

In an effort to be a kinder friendlier IRS, the organization has released its Taxpayer Bill of Rights:

Bill of Tax Rights<

The Right to Be Informed<
The Right to Quality Service<
The Right to Pay No More than the Correct Amount of Tax<
The Right to Challenge the IRS’s Position and Be Heard<
The Right to Appeal an IRS Decision in an Independent Forum<
The Right to Finality<
The Right to Privacy<
The Right to Confidentiality<
The Right to Retain Representation<
The Right to a Fair and Just Tax System<

What does this mean for you? How well does the IRS follow these guidelines? As a taxpayer, it is absolutely vital to be informed, and understand what these "rights" mean, and what they do not.

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Individual

2016 Individual Income Tax Organizer and Engagement Letter For New Clients

2013 Individual Income Tax Organizer and Engagement Letter For New Clients

Estimated Payment Due

Health Insurance Premium Assistance Credit

IRS Taxpayer Bill of Rights

Bill of Tax Rights<

The Right to Be Informed<

The Right to Quality Service<

The Right to Pay No More than the Correct Amount of Tax<

The Right to Challenge the IRS’s Position and Be Heard<

The Right to Appeal an IRS Decision in an Independent Forum<

The Right to Finality<

The Right to Privacy<

The Right to Confidentiality<

The Right to Retain Representation<

The Right to a Fair and Just Tax System<

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