📋 Forms & Resources

To make your tax preparation process as smooth as possible, we have provided access to commonly requested forms and documents.

📄 New Client Intake Form

📄 Tax Preparation Engagement Letter

📄 Document Checklist

📄 Consent to Use & Disclose Tax Information

📄 Direct Deposit Authorization Form

📄 IRS Form W-4 – Employee's Withholding Certificate

📄 IRS Form W-9 – Request for Taxpayer Identification Number

📄 IRS Form 4868 – Extension Request

📄 IRS Identity Protection PIN (IP PIN) Information

If you're unsure which form you need, contact our office and we'll be happy to assist you.

📞 239-483-0970