Annual Tax Preparation
View forms that are related to preparing your personal/business annual tax preparation. Please select the tab for personal, ITIN application, business, rental drop off forms.
- Personal Tax Questionnaire 2018 - Online Click Here
- Personal Tax Questionnaire 2018 - Excel Click Here
- Business Tax Questionnaire 2018 Click Here
- Truck/Taxi Drivers Questionnaire 2018 Click Here
- Foreign Bank Information Click Here
- Rental Worksheet Click Here
- Rental Worksheet for multiple homes Click Here
New Business Formation (LLC, C Corp or S Corp)
View forms that are related to managing or creating your new business formation.
- Tax Return Fee Schedule Click Here
View forms that are related to managing your company payroll by keeping track of employee data/time sheets and paying via direct deposit.
- Information Required to Start the Payroll Service Click Here
- Per Diem Worksheet Click Here
- Pay Rate Change Form Click Here
- Form W-9, Request for Taxpayer Identification Number (TIN) and Certification Click Here
- New Hire Packet for Employee to Complete Click Here
- Authorization for Direct Deposit Click Here
- Sample Mileage Log 2018 Click Here
- Sample Timesheet Click Here
- Sample Sep IRA Calculator Click Here
- Payroll Service Cancellation Click Here
- Payroll Cost Calculator Click Here
- New Contractor Data Sheet Click Here
- New Employee Data Sheet Click Here
- Add a Work Location Click Here
- Remove a Work Location Click Here
- Employee Termination Form Click Here
- Payroll Service Agreement Click Here
- Payroll Service Fee Schedule Click Here
View forms that are related to recording your sales tax.