The following files are for our clients use. Please feel free to download and use any of these files.
Current Year Tax Preparation Documents:
2023 Tax Year Individual Tax Organizer (Detailed) - Use this tax year 2023 detailed individual tax organizer to assist in compiling your tax information. This is a much more detailed organizer than the mini organizer below. Not all pages will apply to your situation. If Bowers & Associates prepared your return last year, please contact our office for a personalized detailed organizer based upon your prior year return. This will have prior year amounts next to where the current year amounts should be entered. This will make it much easier to compile your information.
2023 Tax Year Individual Tax Organizer (Mini) - Use this tax year 2023 mini individual tax organizer to assist in compiling your tax information. This is a basic and less detailed version of the organizer above. Not all pages will apply to your situation. Again, please contact our office if we did your return the prior year and ask for a personalized detailed organizer based upon your prior year return.
Payroll & Withholding Forms:
2024 Form W-4 - IRS Form W-4. All new employees must complete this form along with the Form I-9 below. This form may also be used to change existing withholding with your employer. IMPORTANT NOTE: Form W-4 was completely redesigned for tax year 2020 and forward. The form no longer uses the prior concept of exemptions. Please read the instructions thoroughly before completing the 2021 version of Form W-4.
Form I-9 - Immigration Form I-9. All new employees must complete this form along with the Form W-4 above and provide proof of identification as listed in the instructions found below.
Form I-9 Instructions - Instructions for Form I-9.
California Form DE-4 - California still uses the allowance method for determining tax withholding for payroll purposes. All new employees must now fill out the California Form DE-4 in addition to the IRS Form W-4 and DHS Form I-9. California Form DE-4 is also used to change your current year California income tax withholding.
1099 Information Sheet - Use this form to submit information to us for preparation of 1099 forms. This form is not intended to be a replacement for IRS Form W-9. See below for the IRS Form W-9.
Form W-9 - IRS Form W-9. Have all independent contractors complete this form.
Miscellaneous Forms & Downloads:
Consent to Release Tax Return or Bookkeeping Information - Consent to Release Tax Information. You must complete this form and submit to our office if you need our office to release any personal information to a third party.
Prior Year Organizers:
2022 Tax Year Individual Tax Organizer (Detailed) - Use this tax year 2022 detailed individual tax organizer to assist in compiling your tax information. This is a much more detailed organizer than the mini organizer below. Not all pages will apply to your situation.
2022 Tax Year Individual Tax Organizer (Mini) - Use this tax year 2022 mini individual tax organizer to assist in compiling your tax information. This is a basic and less detailed version of the organizer above. Not all pages will apply to your situation.
2021 Tax Year Individual Tax Organizer (Detailed) - Use this tax year 2021 detailed individual tax organizer to assist in compiling your tax information. This is a much more detailed organizer than the mini organizer below. Not all pages will apply to your situation.
2021 Tax Year Individual Tax Organizer (Mini) - Use this tax year 2021 mini individual tax organizer to assist in compiling your tax information. This is a basic and less detailed version of the organizer above. Not all pages will apply to your situation.
2020 Tax Year Individual Tax Organizer (Mini) - Use this tax year 2020 individual tax organizer to assist in compiling your tax information. This is a basic and less detailed version of the organizer below. Not all pages will apply to your situation. Please contact our office if we did your return the prior year and ask for a personalized detailed organizer based upon your prior year return.
2020 Tax Year Individual Tax Organizer (Detailed) - Use this tax year 2020 individual tax organizer to assist in compiling your tax information. This is a much more detailed organizer than the mini above. Not all pages will apply to your situation. Please contact our office if we did your return the prior year and ask for a personalized detailed organizer based upon your prior year return
2019 Tax Year Individual Tax Organizer (Mini) - Use this tax year 2019 individual tax organizer to assist in compiling your tax information. This is a basic and less detailed version of the organizer below. Not all pages will apply to your situation. Please contact our office if we did your return the prior year and ask for a personalized detailed organizer based upon your prior year return.
2019 Tax Year Individual Tax Organizer (Detailed) - Use this tax year 2019 individual tax organizer to assist in compiling your tax information. This is a much more detailed organizer than the mini above. Not all pages will apply to your situation. Please contact our office if we did your return the prior year and ask for a personalized detailed organizer based upon your prior year return.
2018 Individual Tax Organizer (Mini) - Use this 2018 individual tax organizer to assist in compiling your tax information. This is a basic and less detailed version of the organizer below. Not all pages will apply to your situation. Please contact our office if we did your return the prior year and we will send you a personalized detailed organizer based upon the prior year return.
2018 Individual Tax Organizer (Detailed) - Use this 2018 individual tax organizer to assist in compiling your tax information. This is a much more detailed organizer. Not all pages will apply to your situation. Please contact our office if we did your return the prior year and we will send you a personalized detailed organizer based upon the prior year return.
2017 Individual Tax Organizer (Mini) - Use this 2017 individual tax organizer to assist in compiling your tax information. This is a basic and less detailed version of the organizer below. Not all pages will apply to your situation.
2017 Individual Tax Organizer (Detailed) - Use this 2017 individual tax organizer to assist in compiling your tax information. This is a much more detailed organizer. Not all pages will apply to your situation.
2016 Individual Tax Organizer (Mini) - Use this 2016 individual tax organizer to assist in compiling your tax information. This is a basic and less detailed version of the organizer below. Not all pages will apply to your situation.
2016 Individual Tax Organizer (Detailed) - Use this 2016 individual tax organizer to assist in compiling your tax information. This is a much more detailed organizer. Not all pages will apply to your situation.