The Internal Revenue Service has issued a new template that corporate taxpayers need to use when asking for an advance pricing agreement with the IRS. Advance pricing agreements are prior agreements ...

Modify your standard template to reflect your client's actual operations. Schedule internal client account reviews on a regular basis, such as quarterly.

IRS Forms An account owner should complete an IRA adoption agreement for traditional and Roth IRAs, 529 and other education plans, and Health Savings Accounts (HSA).

How Escrow Agreements Work In an escrow agreement, one party—usually a depositor—deposits funds or an asset with the escrow agent until the time that the contract is fulfilled.

Restrictive covenants are the prenuptial agreements of the accounting world. But while many on the employee side tend to view them as impediments, they are necessary for the protection of the firm. In ...