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.

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.
 

Payroll & Withholding Forms:
 

2020 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.  IMPORTANT NOTE:  Form W-4 has been completely redesigned for tax year 2020.  The form no longer uses the concept of exemptions.  Please read the instructions below thoroughly before completing the 2020 version of Form W-4.

Instructions for 2020 Form W-4 - IInstructions for IRS Form W-4 for tax year 2020.

California Form DE-4 - California still uses the allowance method for determining tax withholding for payroll purposes.  All new employees must fill out the California Form DE-4 along with the IRS Form W-4.  California Form DE-4 is also used to change your current year California income tax withholding.

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.

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 Tax Preparation Documents:

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.