Forms, Documents, and Links

Essential resources for your accounting needs.

Government Forms

Form W-4

Form W-4 determines federal tax withholding from employees’ paychecks based on personal and financial details.

Form W-9

Form W-9 collects taxpayer information for reporting income to the IRS.

Form I-9

Form I-9 verifies an employee’s identity and eligibility to work in the United States.

Employee Insurance

Form 1

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

Form 2

For employers who do not offer a health plan.

Tax Guides

2024 Tax Guide
2023 Tax Guide
2022 Tax Guide

Government Websites

Internal Revenue Service
Small Business Administration

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.

QuickBooks Training Materials

Course 1

Getting Started

Course 2

Navigate QuickBooks Online

Course 3

Record Transactions in QuickBooks Online

Reporting

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Apps

Select online apps from the list at the right. You’ll find everything you need to conduct business with us.