Tax Forms & Links

Forms & Links Tax Forms & Links

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New Client Information Form

We are requiring all of our new clients to fill one out. You can prefill it out by downloading it here.This form is to help us make sure we provide you with the best service possible.

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Individual Taxpayer Organizer

The Individual Taxpayer Organizer is here to help you know what information you may need to collect to get the most deductions possible. This form is not required by us, but may be useful to you.

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Non-Cash Charitable Contribution Worksheet

Charitable contributions are an important deduction, but also a potential place where you could be audited. There is an extra form for us to fill out when a taxpayer donates a total of $500.00 or more of non-cash items. This form allows us to complete the necessary tax forms correctly. Please fill it out if you donate more then $500.00 of non-cash items.

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Self-Employed & LLC

There are many benefits to owning and operating a small business, but tax time can be more stressful. The self-employed and LLC organizer will help you make sure you have everything that you need.

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Rental Property Organizer

If you own rental property, we will need detailed information of your income and expenses per property. This form is a guide of what information you will need.

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Tax Forms

Federal W-4

The Federal form W-4 needs to be filled out to change your payroll federal income tax withholding. Turn it into your employer’s HR office.

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Federal W-9

The Federal form W-9 needs to be filled when a customer needs your tax identification number or as a business owner and have vendors that will need a 1099-Misc at the end of the year.

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