Organizer/Tools

2011 Tax Year - Individual Engagement Letter

This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm
the following arrangements.

2011 Tax Year - Business Engagement Letter

This letter is to ensure a complete understanding between WhippleWood CPAs, PC, and yourself. In it, we will set forth pertinent information about the nature and limitations of the services we will provide.

Tax Notebook Toolkit

Welcome to Tax Notebook™ Toolkit, the powerful web-based tool that handles all Tax Notebook™ administrative tasks. customizing, creating and tracking your Tax Notebooks. The Toolkit is also used to upload your client pro forma servers and download completed Tax Notebook™ data back to your local office. Click on the Tax Notebook icon to log in.

 

Client Tax Organizer

A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a pro forma tax organizer that includes prior year information and carryover data.

Download and install Acrobat Reader 

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