Client Forms

Employee Information Sheet

Download

2023 Checklist

Download

2023 Engagement Letter

Download

Government Forms

Form W-4

Download from irs.gov

Form CT-W4

Download

Form W-9

Download from irs.gov

Form I-9

Download 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.