CLIENT CENTER

Hello! Welcome to our Client Center.

We’ve compiled a list of frequently used forms and resources for your convenience. Please take advantage of this service by clicking on the form(s) of your choice.

SEND FILES

We’re here to help you, by making your life easier. One way we accomplish this is by allowing you to send us your tax documents through our secure YouSendIt portal. You may send us your Quickbooks files, large tax document files, or complete tax document files safely and securely by clicking the button below.

Upload Files

TAX FORMS

I-9 FILING

(PDF File)

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W-4 FILING

(PDF File)

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W-7 FILING

(PDF File)

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W-9 FILING

(PDF File)

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BUSINESS WORKSHEETS

CLIENT DATA FORM

(Excel Spreadsheet)


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CORPORATE DATA FORM

(PDF File)


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BUSINESS EXPENSE WORKSHEET

(PDF File)


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CLIENT TAX CHECKLIST


(Word File)

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CORPORATE TAX CHECKLIST

(PDF File)


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MILEAGE LOG

(Excel Spreadsheet)


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