For Current/Prospective Clients
Client Information Sheet(0-3 dependents) For current or prospective clients
Client Information Sheet(4-6 dependents) For current or prospective clients
Business Information Sheet For current or prospective clients
Business Information Checklist
Personal Income Tax Checklist 2019 – Applies to Tax Years 2018/2019/2020
Personal Income Tax Checklist 2021 – Applies to Tax Year 2021
Personal Income Tax Checklist 2022 – Applies to Tax Years 2022/2023/2024
Tax Planning Qualifier – FOR BUSINESS CLIENTS ONLY
Resources
2024 IRS Form W-4 – Withholdings for Employees
Form 4506 – Request For Copy of Tax Return
Form I-9 – Employment Eligibility
In addition, here’s a few links to valuable IRS pages:
Healthcare.gov(NEW Nov 2014)