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Below, I have taken the time to gather many links to external websites that I think would be of interest to my clients and visitors. This includes links to government sites, news sites, and several important custom forms for clients.

NEW: SECURE FILE UPLOAD
I have recently added the ability for you to securely upload your files. Uploads can be done at http://RosevallyCPA.leapfile.net

I've also added a helpful tool that lets you search through the latest IRS forms and publications; it can be found here.

Links

Custom Forms

  • Tax questionnaire (Microsoft Word) (PDF) - A resource to gather necessary information for the preparation of individual income tax returns.
  • Engagement letter (PDF) - A standard letter setting forth the agreement between clients and myself. Every individual income tax client should download and sign this letter, and return it to me, along with the tax questionnaire and other necessary documents, via e-mail, fax, or standard mail.
  • Form 2848 - A partially filled out Form 2848, granting power of attorney, which you can download, fill out, and return to me.

Government

News

  • CNN Money.com - Money Magazine offers an online edition that is a great resource for financial information.
  • NOLA.com

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