Download Helpful Forms and Files

The following files are for our clients use.  Please feel free to download and use any of these files.

Current Year Tax Preparation Documents:

Engagement Agreement - Please sign this engagement agreement and include with your tax information when you send it to us or come into the office for your appointment.

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.
 

Payroll & Withholding Forms:

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.

Form W-4 - IRS Form W-4.  Have all new employees complete this form along with the Form I-9 below.  You may also use this form to change your withholding at work.

Form I-9 - Immigration Form I-9.  Have all new employees 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.

Employer Notice to Employee (No Health Insurance Offered) - All employers are required to provide notice regarding the availability or lack thereof of employer sponsored health insurance by October 1, 2013. This link provides a sample notice that can be used for this purpose for employers who DO NOT offer a health insurance plan. Giving this notice to your employees will meet the notification requirement.

Employer Notice to Employee (Offering Health Insurance) - All employers are required to provide notice regarding the availability or lack thereof of employer sponsored health insurance by October 1, 2013. This link provides a sample notice that can be used for this purpose for employers who DO offer a health insurance plan. Giving this notice to your employees will meet the notification requirement.

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 Tax Preparation Documents:

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.