Important Forms

Tax Preparation Documents

Download and print this form then fill it out, then email it or bring it with you to your tax filing appointment.

Tax Intake Forms (Required For All Tax Returns)
Tax Return Checklist
Schedule C (For Self-Employed)
Schedule E (For Rental Property)

Payroll Forms

Forms you may need if you have signed up for our Payroll Services.

Payroll Service Requirements
New Hire Packet | New Hire Packet (GEORGIA RESIDENTS)
Employee Portal Directions
Employee Verification Information (The Work Number)

Forms For New Hires

All new hires as well as existing employees with a change in filing status, such as marriage or children, should submit the following form to you before receiving their first paycheck.

W-4 For New Hires/Life Changes
I-9 For New Hires

W-9 For 1099 Contractors

All contractors or vendors that you do business with should submit the following form to you before receiving their first payment.

W-9

Additional Forms

Please download, print, and submit the following to setup automatic payment for your business services.

Autopay Authorization
New Accounting Services
1099 Services Form