Resources
Our Engagement Contract, Online Tax Notebook, and Credit Card Form can all be found here, as well as a list of useful websites and publications.
2011 Engagement Contract
Please sign and date the 2011 Engagement Letter. We will not embark upon preparing tax returns for clients until the contract has been signed, dated, and returned to us via post, e-mail or fax. If you plan to use the Online Tax Notebook, the letter can also be found there.
2011 Online Tax Notebook
Each December, current clients are welcome to contact us to request a username and password for our Online Tax Notebook.
Ross & Moncure's Credit Card Form
Clients not wishing to pay by check or wire can pay using a debit or credit card. This method of payment incurs a 2.5% convenience fee. We can take credit card details over the phone (and many clients choose to give information this way), but we prefer to have clients' signatures on file authorizing the payment. Therefore, should you wish to pay by card, please fill in the Credit Card Form and return it to us in a password-protected PDF or via fax.
Ross & Moncure's Non-Disclosure Agreement
Ross & Moncure deems all of the promises, policies and information in our Non-Disclosure Agreement to apply regardless of whether or not the Agreement has been signed by both us and by the client in question. Therefore, it is only necessary to sign and keep the Agreement on file should your company policy dictate that this is necessary, or should doing this enable you to sleep better at night.
Consent for Disclosure of Tax Information Persuant to IRC Section 7216
Ross & Moncure cannot release any information to a third party (a lawyer, banker, or other accountant) on behalf of a client unless the client fills out and signs this form. It can be returned to us via mail, e-mail, or fax.
American Institute of Certified Public Accountants -- Standards
Want to learn more about the professional standards that we seek to meet? Follow the link above to the AICPA website.
Planning for College / Financial Aid
101 Tips for Maximizing College Financial Aid: Definitive Guide to Completing 2011-2012 FAFSA by Alice Orzechowski, BS, MS, CPA, CMA, EA
Currency Conversion
OANDA
Internal Revenue Service
IRS - Home
Forms and publications
Social Security Administration
Office of International Programs
Various Virginia Authorities
Virginia Department of Taxation
Virginia College Savings Plan
Fairfax Department of Tax Administration
Arlington Office of the Commissioner of Revenue
Prince William County Tax Administration Division
Loudon County Taxes and Decals
Various Maryland Authorities
Comptroller of Maryland
College Savings Plans of Maryland
Various District of Columbia Authorities
DC Office of Tax and Revenue
DC College Savings Plan
Various New York Authorities
NY Department of Taxation and Finance
Buying or Selling a Car
Kelley Blue Book