Client Docs & Forms

Tax Preparation

Tax Preparation Forms – Online Forms

W2 Employee Tax Preparation – Online

1099 / Self Employed Tax Preparation – Online

C-Corp Tax Preparation – Online

S-Corp Tax Preparation – Online

Partnership Tax Preparation – Online

Non-Resident Tax Preparation – Online

Non-Profit Tax Preparation – Online

Tax Preparation – Fillable Documents

Tax Preparation – Tax Organizer – W2 Employees – Fillable PDF

Tax Preparation – Tax Organizer – 1099/Self Employed – Fillable PDF

Tax Preparation – Tax Organizer – C-Corp – Fillable PDF

Tax Preparation – Tax Organizer – S-Corp – Fillable PDF

Tax Preparation – Tax Organizer – Partnership – Fillable PDF

Tax Preparation – Tax Organizer – Non-Resident – Fillable PDF

Tax Preparation – Tax Organizer – Non-Profit – Fillable PDF

File an Extension Application

File an Extension – Online


Tax Resolution

Tax Resolution – Online Forms

Tax Resolution – Engagement Letter

Tax Resolution – Taxpayer Information

Tax Resolution – Business Information

Tax Resolution – Fillable Documents

Tax Resolution – Power of Attorney PDF

Tax Resolution – Financial Disclosure Fillable PDF

Tax Resolution – Installment Agreement PDF


Payroll Forms

Form I-9

Form W-4


Business

Business – Online Forms

Business – Engagement Letter

Business – Start a New Business

Business – Fillable Documents

Business – Start a New Business Fillable PDF


Bookkeeping

Bookkeeping – Online Forms

Bookkeeping Client Needs Questionnaire


Profit and Loss

Profit and Loss – Fillable Worksheets

Profit and Loss – Income Statement

Profit and Loss – Rental Property


Billing

Credit / Debit or ACH AutoPay – Online

Credit / Debit Card / ACH – Authorization Form – Fillable PDF

Payment Options


Miscellaneous

Tax Preparation – Engagement Letter

Employee Retention Credit Application


Customer Service

Customer Support

Cancellation Form

Improvement Form