Tax Services Documents

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Tax Services

Quality Site Requirements VITA/TCE Volunteer Guide

This guide ensures quality and accuracy in tax return preparation for VITA/TCE volunteers. It outlines key requirements and processes for maintaining consistent site operations. Volunteers can rely on this resource for best practices and compliance in tax services.

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Tax Services

VITA/TCE Volunteer Standards of Conduct Training

This file contains essential information regarding the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. It outlines the ethical standards and conduct expected of volunteers. Users can also find resources for training and certification.

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Tax Services

Foreign Income Verification Statement (T1135) Information

This document provides detailed guidelines about the Foreign Income Verification Statement (T1135) disclosure. It explains who must file it, what foreign properties must be reported, and the penalties for non-compliance. There are also instructions on how to file the form and how a tax specialist can assist.

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Tax Services

How to Complete IRS Form 433-D: Direct Debit Agreement

This file provides detailed instructions on how to complete IRS Form 433-D for setting up direct debit installment agreements. Perfect for taxpayers looking to manage their tax payments efficiently. Follow the guidelines to ensure accurate submission.

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Tax Preparation

Volunteer Standards of Conduct Agreement Form 13615

The Form 13615 outlines ethical conduct standards for volunteers in VITA/TCE programs. It ensures volunteers are trained and certified to provide quality tax assistance. Complete this form prior to participating in VITA/TCE services.

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Tax Consulting

Consultant RFP for IT System Management 2023

This file contains the Request for Proposals for consulting services regarding the management and operation of the IT system at AFU. It is designed for consultants interested in participating in this project. Thorough reading of the instructions is essential for successful proposal submissions.

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Tax Consulting

Florida Management Consulting Services Contract

This file outlines the terms and conditions of the Management Consulting Services Contract between the State of Florida and Innovative Emergency Management, Inc. It details the roles, responsibilities, and terms for the provision of consulting services. Users seeking to understand the contractual agreement for management consulting in Florida will find essential information within this document.

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Tax Consulting

Digitizing Forms and Workflows with Power Apps

This file provides a case study on how Artic Consulting helped a building supply company optimize its procurement process through automation. It details the challenges faced by the company with manual paper forms and how a digital solution was implemented. The case study illustrates the steps taken by Artic Consulting to streamline workflows using Microsoft Power Apps and Power Automate.

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Tax Consulting

Client Information and Coaching Forms

This document includes essential forms for coaching services, such as the Client Information Form, Financial Information Form, and Consent Forms. It ensures that clients provide necessary details for effective service delivery while maintaining confidentiality. Completing these forms accurately helps facilitate the coaching process.

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Tax Filing

IRS Direct File: Simplified 2023 Federal Tax Filing

IRS Direct File allows eligible taxpayers to file their 2023 federal tax return online for free. This service provides step-by-step guidance and live customer support. Access it easily from any device to file in English or Spanish.

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Tax Filing

Exempt Organization Return Due Dates - Tax Year 2021

This file provides detailed information on return due dates for exempt organizations for the tax year 2021. It includes original and extended due dates, along with specific forms and filing periods. Use this guide to ensure timely submission of your tax returns.

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Tax Consulting

RFP for Rate Consulting Services 2023-2025

This file contains the Request for Proposals (RFP) for rate consulting services issued by LIPA. It includes detailed questions and answers regarding the proposal process and requirements. Ideal for consulting firms seeking to understand the RFP specifications and submission guidelines.