Forms

RETURNING CLIENTS – PLEASE UPLOAD DOCUMENTS TO THE PORTAL

Returning Client Document Portal

NEW CLIENTS – PLEASE FILL OUT THE APPROPRIATE NEW CLIENT FORMS BELOW WITH YOUR $100 DEPOSIT (applied to invoice)

Tax Preparations Forms

New Client – Tax Preparation Engagement Letter

New Client – Personal Tax Preparation Intake Form

New Client – Business Tax Preparation Intake Form

Bookkeeping Forms

New Client – Bookkeeping Intake Form

IRS Forms

Extension Request Form

(*$50 fee, applied to tax prep invoice)

Where’s My Refund?

Tax Withholding Calculator

2024 Tax Brackets

Need transcripts?

Access/Create Your Personal or Business IRS Online Account

Want to set up a payment plan with the IRS?

Installment Agreement Request

Payroll Forms

Initial Payroll Quote Form

Payroll Start Up Checklist

Employee Forms

Form W4 – Employee Withholding

I-9 Form – Eligibility Verification

Direct Deposit Form

Miscellaneous Forms

Self Employed Checklist

Form W-9 (for Vendors)

Do you need to pay the IRS? You can make your payment automatically when we file your tax return OR use the link below

Make an IRS Tax Payment