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Burr Business Service

Burr Business Service

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Forms

2022 Personal Forms

  • 2022 Personal Engagement Letter
  • 2022 Personal Client Questionnaire

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

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

New Tax Clients

All new tax clients should bring the following to your first appointment:

  1. A copy of your last year’s tax return
  2. A signed copy of the current year’s Client Engagement Letter
  3. A completed copy of the current year’s Client Questionnaire

Other helpful information:

  • Tax Preparation Checklist
  • Privacy Policy
  • Record Retention Policy

New Payroll Clients

  • New Client Information Checklist
  • Federal Form W-4 for 2023
  • Nebraska Form W-4N
  • Form I-9
  • Bank Credit Authorization Form
  • Payroll Reporting Sheet

Find Us

1655 South 25th Street
Lincoln, NE, 68502

Phone Number: 402.477.3822
Fax: 1.866.344.3032
Email: infobbs@burrbusiness.com

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