2019 W-4
Employee's Withholding Allowance Certificate
W4.pdf
Adobe Acrobat document [984.5 KB]

W-9
Request for Taxpayer Identification Number and Certification
W-9.pdf
Adobe Acrobat document [127.6 KB]

Form I-9
Employment Eligibility Verification
2017 Revised Form I-9 July 17, 2017[7619[...]
Adobe Acrobat document [551.6 KB]

2018 New Client Packet
Complete this packet and bring in with your tax documents and 2017 tax return if you are a new client. Please note, tax returns are not prepared during your appointment.
New Cllient Packet 2018.pdf
Adobe Acrobat document [870.1 KB]

Engagement Letter
This is the engagement letter for you to sign to give us permission to do your taxes. This letter is included in the new client packet, and we print it out for you to sign when you pick up your taxes.
Engagement Letter 2018.pdf
Adobe Acrobat document [203.4 KB]

Use Tax Form
Please fill out this form completely and bring in with your tax documents if you are a returning client.
Use Tax With DL.pdf
Adobe Acrobat document [330.4 KB]

3rd Party Disclosure Form
Required if you are sending someone to pick up your taxes for you.
3rd Party Disclosure Form.pdf
Adobe Acrobat document [62.8 KB]

Company Authorization Agreement
Please completely fill out this form and sign it. This form is required in order to do direct deposit with us.
Company_Authorization_Agreement_short.pd[...]
Adobe Acrobat document [312.1 KB]

Authorization For Debit or Credit
Please have your employees completely fill out and sign these forms and return to us.
Authorization_for_Debit_and_Credit_Eft.p[...]
Adobe Acrobat document [95.7 KB]