Beneficial Ownership Information Reports (BOIR) are due on or before January 1, 2025. Contact us with any questions.

Forms & Links

2020 Business Tax Checklist

View pdf

2020 Individual Tax Checklist

View pdf

2021 Engagement Terms and Conditions

View pdf

Sales Tax Calculator & Rate Lookup

Visit calculator page

Government Forms

Form W-4

Download Form W-4 from irs.gov

Form W-9

Download Form W-9 from irs.gov

Form I-9

Download Form I-9 from uscis.gov

Employee Insurance

Form 1

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

Download Form 1 from dol.gov

Form 2

For employers who do not offer a health plan.

Download Form 2 from dol.gov

Tax Guides

2021 Tax Guide

Download

2020 Tax Guide

Download the 2020 Tax Guide

2019 Tax Guide

Download the 2019 Tax Guide

Government Websites

Internal Revenue Service

Go to irs.gov

Small Business Administration

Go to sba.gov

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.