- Form W-4
- Form W-9
- Form I-9
- Withholding Calculator
- 2018 New Individual Client Tax Organizer
- 2018 Individual Engagement Letter
- 2018 Form 8332 - Release of Exemption for CUSTODIAL PARENT
- 2018 Form 8332 - Release of Exemption for NON CUSTODIAL PARENT
- 2018 Form 2441 - Child & Dependent Care Expenses
- 2018 Form 8832 – Change of Address
- 2018 Form 8867 – Due Diligence Checklist
- 2018 Form 14039 – Identity Theft Affidavit
Employee Insurance Coverage Notices
- Form 1 - For employers who offer a health plan to some or all employees.
- Form 2 - For employers who do not offer a health plan.
Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Echosign (our document signing software) to confirm your email address - make sure you check your email and confirm your email address.
Finally, you will receive a confirmation email containing a PDF copy of your signed form. Please keep a copy of the document for your records.