We have some blank forms here to assist you with your business. These forms are all up-to-date and for the current year. Please let us know if you have any questions or do not see the form here that you are looking for. Our goal is to provide you with one place to go for all your business bookkeeping needs.
The W4 Form is filled out by an employee that is to be on your payroll to indicate their tax situation. This will tell you the amount of tax to withhold from their paycheck based on the information they provide.
The W-9 Form is used for those you are paying for services that are not on your payroll, at the end of the year they will receive a 1099 from you documenting this income. This form is to verify the name, address, and tax identification number of an individual receiving this income from you.
Please utilize this Checklist and Packet in order to make sure you have collected all the necessary documents for us to complete your taxes without delay. You can fill this out and provide it to us along with your documents. If you have this ready you can drop off everything at the office by appointment or you can request a SecureFilePro login be created for you and you can upload your documents electronically.