Client Forms & Links

New Client Information Survey

Go to survey

1099 Worksheet - Fillable PDF

Download 1099 worksheet as fillable .pdf

Individual Tax Questionnaire

Print and mail to us, or upload to your portal

Download tax questionnaire as a fillable .pdf form
Complete online tax questionnaire as a web survey

Business Tax Questionnaire

Print and mail to us, or upload to your portal

Download tax questionnaire as a fillable .pdf form
Complete online tax questionnaire as a web survey

Fiduciary Estates & Trusts Tax Questionnaire

Print and mail to us, or upload to your portal

Download tax questionnaire as a fillable .pdf form
Complete online tax questionnaire as a web survey

Government Forms

Form W-4

Download Form W-4 from irs.gov

Form W-9

Download Form W-9 from irs.gov

Form I-9

Download Form I-9 from uscis.gov

Employee Insurance

Form 1

For employers who offer a health plan to some or all employees.

Download Form 1 from dol.gov

Form 2

For employers who do not offer a health plan.

Download Form 2 from dol.gov

Government Websites

Internal Revenue Service

Go to irs.gov

Small Business Administration

Go to sba.gov

Quick Links

Refund Tracker

Use our refund tracker to quickly check the status of your refund.

State Department Sites

Get more state-specific tax information straight from your state government's website.