Client Forms

Small Business Tax Checklist

2023

Download

Personal Tax Checklist

2023

Download

Ready to Begin Form

Complete Online Form

New Client Organizer Form

2023

Download PDF
Complete Online Form

Returning Client Organizer Form

2023

Download PDF
Complete Online Form

Business (Year-End Documents)

1099 E-File Authorization Form

Complete Online Form

2023 Business Engagement Letter

Complete Online Form

K2/K3

Letters for Partnerships & S Corp

Complete Online Form

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.