We have provided links to useful forms and documents below. You will need
acrobat reader to view the documents. All links will open in a new window.
| 2007 & 2008 TAX FORMS |
| 1040-ES | W-4 | 100-ES | 540-ES | DE-1 | DE-34 | 4868 | 2848 |
W-9 | SS-4 | 7004 | 8821 | I-9
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BLANK ORGANIZER
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This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data. Download Blank Organizer, you will also need an Engagement Letter.
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| RECORDS RETENTION SCHEDULE |
| Use this Records retention schedule to keep track of how long you should keep important documents. Download Records Retention Schedule |
