Our engagement contract, NDA and Consent for Disclosure can be found here.
2023 Engagement Letter
Please sign and date the 2023 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. Our current fee schedule is available on request.
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.
IRS Links for FAQs
Links for all E-services: https://www.irs.gov/e-services
Where’s my Refund?: https://www.irs.gov/refunds
Entity Online Payments via EFTPS: https://www.eftps.gov/eftps/
What forms can be e-signed?: https://www.irs.gov/newsroom/details-on-using-e-signatures-for-certain-forms
Obtain ID Theft IP PIN: https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
Electronic Payment Options for Foreign Taxpayers: https://www.irs.gov/individuals/international-taxpayers/foreign-electronic-payments
Rules and Regulations for Authorized E-Filers (EROs): https://www.irs.gov/pub/irs-pdf/p1345.pdf
