Here you can browse through our forms, checklists, and an archive of our past articles and newsletters. Visit our articles section often for up to date news and information.
Forms & Checklists
- Form W9 English / Spanish
- Form W-4 English / Spanish
- Shred or Keep Guidelines
- 2014 Quickbooks Shortcuts
- Consent to Disclose – Form required by Federal Law for Consent to the Disclosure of Tax Return Information to third parties.
- Consent to Use – Form required by Federal Law for Consent to the Use of Tax Return.