Client Resources

Tax Related Organizer and Other Helpful Forms

New & Returning Client Checklist

Information we will need from new clients and to double check for returning clients.

Schedule E - Rental

These blank organizer pages, for your property rental, can help you organize your income and expenses into categories needed on your return.

Full Blank Organizer

Includes the Client checklist plus pages for businesses, rentals, farms, assets, etc.

Client Engagement Letter & Privacy Policy

This is an agreement and understanding in our CLIENT-TAXPAYER relationship.

Schedule C - Business

These blank organizer pages, for your business, can help you organize your income and expenses into categories needed on your return.

W-7 Application for Individual Taxpayer Identification Number

IRS Application to apply for your ITIN Instructions

Spanish Form W-7

Schedule F - Farm

These blank organizer pages, for your farm, can help you organize your income and expenses into categories needed on your return.

Space saved for new cool link!

When we come up with something new you can use, we’ll add it here.

Bookkeeping & Payroll Forms

Bookkeeping Client Data Sheet

Use this form to give us the information about your business that we’ll need for bookkeeping or payroll.

I-9 Employment Eligibility Verification

Employers must have this form on file for all employees. I-9 Form and instructions.

Payroll & Bookkeeping Services Agreement

This form allows you to tell us what payroll services you’d like us to perform and agrees to our policies.

Federal W-4 Withholding Form

Employers must have this form on file for all employees. Employee’s withholding certificate.

Reporting Agent Auth. Form 8655

This form gives us authorization to file your employer returns (940 & 941) electronically.

Oregon W-4 Withholding Form

Employee’s withholding certificate

Space Saved for new cool link!

When we come up with something new you can use, we’ll add it here.