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
2020 1099 Misc Preparation by Burr Business Service
- 2020 1099 Engagement Letter for Bookkeeping Clients
- 2020 1099 Engagement Letter for Tax Clients
- W-9 Request for Taxpayer Identification Number and Certification
2019 Personal
- 2019 Personal Engagement Letter
- 2019 Personal CLIENT QUESTIONNAIRE
- 2019 Personal (1040) End of Year Client Letter
- 2019 Business
- 2019 Corp end of year letter
- 2019 Corp Meeting Minutes Form 1
- 2019 Corp Year End Info Form 2
- 2019 Corp Capitalization Policy Form 3
- 2019 Corp Engagement Letter Form 4
2019 1099 Misc Preparation by Burr Business Service - 2019 Form 1099-Misc Engagement letter Bookkeeping Clients
- 2019 Form 1099-Misc Engagement letter Tax Clients
W-9 Request for Taxpayer Identification Number and CertificationNew Tax Client
In addition to the forms below, please bring the following to your appointment:
- Copy of last year’s tax return
- Current year’s Engagement Letter
- Current year’s Personal Client Questionnaire
- How to Prepare for Your Tax Appointment
- Tax Appointment Checklist
- Privacy Policy
- Record Retention Policy
Payroll ClientsÂ
- credit_authorization_form
- New Employee Checklist
- W-4 Federal
- W-4N Nebraska
- New Business client checklist
- Payroll Reporting Form
- New 2020 W-4 Instructions
Other great Forms and Worksheets