top of page

FORMS & CLIENT RESOURCES

WHERE'S MY REFUND?

If you're awaiting a federal tax refund, you may check the status here.

Dollar Bill in Jar
Reading Newspaper

W-4 2024

Use this form for new employees.  It should be updated annually or as necessary.

I-9

Employers must complete this immigration form for new employees.  This link will take you to the website for the Department of Homeland Security where you can download the I-9 form and instructions in English and Spanish.

government office
doing work together

W-9

Use this form for independent contractors and lessors.  It is required to be completed and signed before you pay your contractor.

CLIENT TAX

ENGAGEMENT LETTER

Please read and sign before we prepare your tax return.

Two Men Shaking Hands
Checklist

CLIENT TAX CHECKLIST

Check to make sure you didn't miss a deduction!

bottom of page