Client Resources

We like to keep our clients informed about both internal policies as well as new and developing tax information.

Internal Documents

Below are documents about Freeman & Williams. Check them out.

2008 Peer Review Report

2009 Quality Control Document

Document Retention

Client Letters

Below are letters that we write to you (our client) to keep you informed on the latest tax issues.

2009 Gift Letter

ROTH IRA Client Letter

June 2010 Letter: 2009 E-file, New Hire Credit, New CA E-Pay Law

July 2010 Letter: Health Insurance Credit

August 2010 Letter: Medical Costs for Adult Dependents