Resources & Tools

Access the tools and information you need

Forms & Documents

Client Forms

2024 Individual Income Tax Questionnaire

Government Forms

Form W-4

Download from irs.gov →

Form W-9

Download from irs.gov →

Form I-9

Download from uscis.gov →

Employee Insurance

Form 1

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

Download from dol.gov →

Form 2

For employers who do not offer a health plan.

Download from dol.gov →

Tax Guides

2025 Tax Guide

2024 Tax Guide

2023 Tax Guide

2022 Tax Guide

2021 Tax Guide

2020 Tax Guide

Government Websites

Internal Revenue Service

Go to irs.gov →

Small Business Administration

Go to sba.gov →

Quick Links

Refund Tracker

Go to refund tracker →

State Department Sites

Get more state-specific tax information straight from your state government’s website.