Our engagement contract and credit card form can be found here, as well as a list of useful websites and publications.
2017 Engagement Letter
Please sign and date the 2017 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.
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.
IRS / Department of Homeland Security / Financial Crimes Enforcement Network Resources
List of International Financial Institutions Complying with FACTA
Offshore Voluntary Disclosure Program FAQ
Check On A State Refund
Where’s My State Refund?
Social Security Administration
Office of International Programs
Virginia Department of Taxation
Virginia 529 College Savings Plan
City of Alexandria Revenue Administration Division
Fairfax Department of Tax Administration
Arlington Office of the Commissioner of Revenue
Other Useful Resources
Kelley Blue Book
OANDA Currency Converter
AICPA Tax Calculator
101 Tips for Maximizing College Financial Aid: Definitive Guide to Completing 2011-2012 FAFSA by Alice Orzechowski
Financial Literacy Resources by The Simple Dollar