Carefree Accounting
Carefree Accounting
Kozleski, CPA's
Kozleski, CPA's 

Forms & Resources

For your convenience, we have provided downloadable common documents to use for both business and personal tax purposes. We have also provided links to local and federal government organizations that lead directly to their websites.

Business Tax Documents

2019 W-4
Employee's Withholding Allowance Certificate
Adobe Acrobat document [984.5 KB]
Request for Taxpayer Identification Number and Certification
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]

Personal Tax Documents

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]

Direct Deposit Forms for Payroll

Company Authorization Agreement
Please completely fill out this form and sign it. This form is required in order to do direct deposit with us.
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.
Adobe Acrobat document [95.7 KB]


To order blank 1099's from the IRS, click here.


Other helpful websites:


Internal Revenue Service


Social Security Administration


Colorado Department of Revenue


State of Colorado Home Page


Colorado Springs Government


For free Colorado Labor Posters, click here!

Where to Find Us:

Kozleski, CPA's
6215 Corporate Drive
Suite 100
Colorado Springs, CO 80919


Office Hours

Monday-Friday 8:30 am to 5 pm

Saturday            By Appointment  Sunday              CLOSED


Phone:  719-390-1040


Email List

Subscribe to our mailing list

* indicates required

Do you have a Facebook?
Like this website!

And our Page!

Carefree Accounting, PC

Promote Your Page Too
Print Print | Sitemap Recommend this page Recommend this page
© Carefree Accounting, P.C.