Client Forms & Info

Authorization to Release Income Tax Return Information

Go to adobe.com

Audit Representation & Identity Theft Services Addendum

Download

Terms and Conditions Addendum

Download

Direct Deposit

Download

Report New Employee

Go to paperform.co

Report New Contractor

Go to paperform.co

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.