Articles & Forms
- Data Collection Checklist (PDF)
A checklist of information specific to your needs.
-
Stock Options Questionnaire
Short questionnaire for taxpayers who have exercised
nonqualified stock options or incentive stock options, and may be entitled to receive an abatement or a refund of
federal income tax paid in connection with those stock options.
- Power of Attorney (PDF)
Form 2848 - Power of Attorney and Declaration of Representative
- Why Hire a Tax Attorney? (PDF)
Where a taxpayer desires to engage a representative to deal with the IRS, the IRS recognizes Attorneys, CPA's and Enrolled Agents as authorized
representatives. The person who prepares your tax return may not . . . [more]
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