2017 W-4
Employee's Withholding Allowance Certificate
2017 W-4.pdf
Adobe Acrobat document [273.5 KB]

W-9
Request for Taxpayer Identification Number and Certification
W-9.pdf
Adobe Acrobat document [116.5 KB]

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

2016 New Client Packet Part 1
Complete this packet along with part 2 and bring in with your tax documents and 2015 tax return if you are a new client. Please note, tax returns are not prepared during your appointment.
2016 New Client Packet Part 1.pdf
Adobe Acrobat document [410.5 KB]

2016 New Client Packet Part 2
Includes use tax form and additional information form.
2016 New Client Packet Part 2.pdf
Adobe Acrobat document [58.6 KB]

Use Tax Law Form
We will need this form filled out and returned to us if you file a Colorado State Return. This form is already included in the New Client Packet for tax year 2016.
Use Tax Law.pdf
Adobe Acrobat document [332.4 KB]

Year 2016 Engagement Letter
Please sign a copy of this letter and enclose with your tax documents when dropping off your paperwork. This form is already included in the 2016 new client packet.
2016 Engagement Letter.pdf
Adobe Acrobat document [207.0 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]