Client Forms

New Business Registration

Intake Form

Go to form

Bookkeeping Client Questionnaire

Download

Individual Tax Return

General Information Questionnaire

Download

Self-employed Questionnaire

Download

Profit & Loss Worksheet (self-employed)

Download

Rental Property Questionnaire

Download

Business Tax Return

S Corporations Questionnaire

Download

C Corporations Questionnaire

Download

Limited Liability Company

Download

International Forms

Form 2555

Foreign Earned Income Exclusion

Download from irs.gov

Form 1116

Foreign Tax Credit or Deduction

Download from irs.gov

Form 8938

Statement of Foreign Financial Assets (FATCA)

Download from irs.gov

Form TD F 90-22.1

Report of Foreign Bank and Financial Accounts (FBAR)

Download from irs.gov

Form 5471

Information Return of US Persons with Respect to Certain Foreign Corporations

Download from irs.gov

Payroll Forms

Employee Setup Form

Download

Business Setup Form

Download

Direct Deposit Authorization Form

Download

Government Forms

Form W-4

Download from irs.gov

Form W-9

Download from irs.gov

Form I-9

Download from irs.gov

Employee Insurance

Form 1

For employers who offer a health plan to some or all employees.

Download from dol.gov

Form 2

For employers who do not offer a health plan.

Download from dol.gov

Tax Guides

2023 Tax Guide

Download

2022 Tax Guide

Download

2021 Tax Guide

Download

2020 Tax Guide

Download

2019 Tax Guide

Download

2018 Tax Guide

Download

Government Websites

Internal Revenue Service

Go to irs.gov

Small Business Administration

Go to sba.gov

Other Forms

Expat Questionnaire

Download

AHC Authorization Form

Download

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.