FirsTax, L.P. / Houston, Texas

Tax Preparation Documents

2008 Tax Preparation Documents

Document
Format
Description
2008 Tax Information Summarizer   "Keep Good Records!" Assists in organizing your year-end records into a logical format in preparation of your tax returns.
2008 Early Filing Discount  
2008 Early Filing Discount (PDF)
Describes the benefit of filing early and the penalty charged for late submission of tax information.
2008 Mary Kay Workbook  
Mary Kay Workbook (PDF)
Mary Kay Consultants and Sales Directors keeping organized year-end records.

2008 Generic Workbook

 
2008 Generic Workbook (PDF)
Tax Saving Tips for taxpayers regarding Automobile, Office-in-Home, Inventory Management, Self-employment Taxes, Quarterly Estimated Tax Payments, and, various other deductions.
2008 Important Notice for Extension  
2008 Important Notice of Extension (PDF)
An extension only gives you additional time to file your tax return.  It does not give additional time to pay your tax!
2008 FirsTax Reduction Process
2008 FirsTax Reduction Process
   
2008 Audit Engagement Letter
2008 Audit Engagement Letter
  If you desire for your FirsTax team to represent you before IRS in an examination of your tax return, use this letter to retain us for the examination.
The FirsTax Philosophy  
2008 The FirsTax Philosophy
Describes how we do business at FirsTax. We want to be your "Tax Advisors For Life".
Donation Valuation Guide and Worksheet  
Donation Valuation Guide and Worksheet
Keep your donations organized.
Business Restructuring Proposal    
Pension Liquidity Plan   Individual use of plan assets of a qualified plan sponsored by the corporation as working capital for the corporation.
PowerPoint Viewer  
PowerPoint Icon
View PowerPoint presentation.
Directions to FirsTax, L.P.  
Directions to FirsTax
An extension only gives an individual additional time to file his/her tax return.