Financial Services Documents

Tax Consulting
Hamilton County Job and Family Services Consulting
This document provides details on the Hamilton County Job and Family Services consulting services solicitation. It outlines the requirements for submission and the scope of work. Ideal for potential service providers in children's services.

Financial Planning
Sample Engagement Letter for Personal Financial Planning
This engagement letter provides guidance for compliance with AICPA's Statement on Standards in Personal Financial Planning Services. It outlines how to customize the letter for various client engagements. This resource assists in ensuring clarity in terms and objectives for personal financial planning.

Tax Consulting
Scentsy Policies and Procedures for Consultants
This document outlines the Scentsy Policies and Procedures for Independent Consultants. It provides essential information regarding agreements, compliance, and business conduct. Understanding these policies is crucial for anyone looking to succeed as a Scentsy Consultant.

Tax Filing
Understanding Form W-2 Box 12 Tax Reporting Codes
This file provides detailed information about IRS Form W-2 and Box 12 reporting codes. It's essential for employees and employers to report taxable amounts accurately. Learn about how to fill out W-2 forms effectively.