
FORMS & CLIENT RESOURCES
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.


W-4 2021
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.


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.

