** Checklist & Worksheets may not load properly if your browser has issues with its .pdf plugin. Contact us if you run into any snags, as we can always email you PDF versions.​

Client Checklist (guides you through paperwork gathering)

Checklists ​(select applicable tax year)
2022 tax year (generally prepared in 2023 calendar year)
2021 tax year ​(generally prepared in 2022 calendar year)
2020 tax year ​(generally prepared in 2021 calendar year)
2019 tax year ​(generally prepared in 2020 calendar year)
​2018 & prior tax years
​​

Supporting Worksheets

Government Forms

  • ​W-9 (request for taxpayer ID number)
  • 4506-T (request for transcript of tax return)
  • SS-4 (request for employer identification number)
  • W-7 (request for individual taxpayer identification number)

Paycheck Withholdings Forms

  • Not all states have direct pdf links to their own forms. Some states go off the IRS W-4 for withholdings.