2022 Personal Forms
2022 Business Forms
- 2022 Corporate End of Year Letter
- 2022 Corporate Meeting Minutes – Form 1
- 2022 Corporate Year-End Info – Form 2
- 2022 Corporate Capitalization Policy – Form 3
- 2022 Corporate Engagement Letter – Form 4
- 2022 Form 1099 Engagement Letter – Tax Clients
2021 Personal
- 2021 Personal Engagement Letter
- 2021 Personal CLIENT QUESTIONNAIRE
- 2021 Client Statement Regarding Stimulus Checks
2021 Business
- 2021 Corp end of year letter
- 2021 Corp Meeting Minutes Form 1
- 2021 Corp Year End Info Form 2
- 2021 Corp Capitalization Policy Form 3
- 2021 Corp Engagement Letter Form 4
- 2022 Form W-4
- Form I-9
- Form W-4N
2020 Personal
- 2020 Personal Engagement Letter
- 2020 Personal CLIENT QUESTIONNAIRE
- 2020 Client Statement Regarding Stimulus Checks
2020 Business
- 2020 Corp end of year letter
- 2020 Corp Meeting Minutes Form 1
- 2020 Corp Year End Info Form 2
- 2020 Corp Capitalization Policy Form 3
- 2020 Corp Engagement Letter Form 4
- 2020 Corp W4-N
New Tax Clients
All new tax clients should bring the following to your first appointment:
- A copy of your last year’s tax return
- A signed copy of the current year’s Client Engagement Letter
- A completed copy of the current year’s Client Questionnaire
Other helpful information:
New Payroll Clients