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Resource library

 

 

 

 

 

 

To Convert or Not to Convert? Converting a traditional IRA to a Roth IRA might benefit certain taxpayers. Download our brochure here.

 

 

 

 

Section 7216 Updated Rules for Tax Preparers

 

Section 7216 Frequently Asked Questions

 

 

 

 

Resources

Looking for information on tax deadlines, e-file calendars, or other general information? Browse through the links to the left to find dependable resources on a variety of topics. Or, see our updated list of frequently-requested resources below. If you don’t find what you need, contact our Web Editor.

Form W-11, HIRE Act Employee Affidavit

S Corporation K-1 instructions

Partnership K-1 instructions

Fiduciary K-1 instructions

Form SSA-44, Medicare Part B Income-Related Premium - Life-Changing Event

 

Red Flags Rule - Is your organization ready for the December 31, 2010 implementation?

 

Section 7216:
Federal law requires tax preparers to obtain written permission before contacting tax clients regarding non-tax matters

Williams-Keepers LLC places a high value on your privacy and the security of your personal information. In order to comply with new federal regulations under Internal Revenue Code Section 7216, we must obtain consent from all tax clients before using or disclosing your tax return information the way we always have.

To give WK consent to continue recommending services and to send you our newsletters and other resources, please click on one of the links below, print and complete the consent forms, and return to them to WK. You may hand deliver, fax, e-mail or send the forms by postal mail.

Individual client consent forms

Business client consent forms

We are mailing all clients copies of the forms, and you can also pick them up in our offices. We ask that you return the forms to us prior to the completion of your tax return.

To learn more about IRC Section 7216, please click on the links to the left.