Marshall, Wagner & Associates, P.A.
Certified Public Accountants

 

 

 

 

Links > Internal Documents

Consent to Disclose

Unless authorized by law, we cannot disclose, without your consent, your tax return information. This form requires Adobe PDF Reader. If you do not have it, you may download it here.

 
   

Individual Engagement Letter (2011)

Entity Engagement Letter (2011)

These forms clarify the nature and extent of the tax services we will provide to you for the tax year ending December 31, 2011. All clients must sign one or both according to your needs for the tax year. If you disagree with any of the terms, you must notify us immediately. This form requires Adobe PDF Reader. If you do not have it, you may download it here.
 

 
   

Small Business Health Care Tax Credit Employee Data Organizer

If you have employees and pay a portion of their health insurance, you may qualify for the new Small Business Health Care Tax Credit. You must fill out this form for us to determine your eligibility and to calculate your credit. This form requires Adobe PDF Reader. If you do not have it, you may download it here. 

Power of Attorney

Use Form 2848 to authorize Marshall, Wagner & Associates, P.A. to represent you before the IRS. You may access the Form 2848 here. And the instructions for the form may be found here. If you have any questions, feel free to contact us.