FORMS & CLIENT RESOURCES

WHERE'S MY REFUND?

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

IRS.gov
Dollar Bill in Jar
Children Playing

2021 ADVANCE
CHILD TAX CREDIT

Manage your advance payments or opt out from them.

IRS.gov

DUE DILIGENCE

WORKSHEET

If you are claiming the earned income credit, the child tax credit or the American opportunities education credit, we are now required by IRS to do some extra due diligence.  Please download this worksheet and we can go over it together.

Download Worksheet (PDF)
School Bus & Children
Reading Newspaper

W-4 2021

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

Download W-4 (PDF)

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.

Download I-9 (PDF)
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.

Download W-9 (PDF)

CLIENT TAX

ENGAGEMENT LETTER

Please read and sign before we prepare your tax return.

Download Engagement Letter (PDF)
Two Men Shaking Hands
Checklist

CLIENT TAX CHECKLIST

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

Download Checklist (PDF)