Resource Center
Access client intake forms, document checklists, and official IRS tax forms with direct PDF downloads and official instructions.
1. Client Forms & Questionnaires
Download the form, fill it out in Word or print it, then return it to us securely. Please do not email Social Security numbers or bank details.
Individuals
Intake form and document checklist for individual tax clients, including W-2, retirement, and simple personal returns.
Individuals with SMLLC | Sole Proprietor
Intake form and document checklist for single-member LLC owners, sole proprietors, independent contractors, and freelancers.
Corporations & Business Entities
Intake form and document checklist for C-Corporations, S-Corporations, partnerships, and multi-member LLCs.
2. Official IRS Tax Forms
Tax Information Authorization
Authorizes a person or entity you designate to inspect and/or receive your confidential tax information for the tax types and periods you specify. It does not grant the right to represent you before the IRS or make decisions on your behalf.
Power of Attorney and Declaration of Representative
Authorizes an eligible individual (such as an attorney, CPA, or Enrolled Agent) to represent you before the IRS, including acting on your behalf in audits, appeals, and collection matters. This form also grants the representative access to your confidential tax information.
Request for Taxpayer Identification Number and Certification
Used by U.S. persons (including resident aliens) to provide their correct Taxpayer Identification Number (TIN) to someone who must file an information return with the IRS, such as reporting income paid to you, mortgage interest, or real estate transactions.
Employee's Withholding Certificate
Tells your employer how much federal income tax to withhold from your paycheck based on your filing status, dependents, other income, and deductions. You should update it when your personal or financial situation changes.