Please upload tax documents to our new client portal.

Client Portal

Payroll Forms

Employer Information Form

Download

Employee Payroll Enrollment and Update Form

Download

Government Forms

Form W-4

Download Form W-4 from irs.gov

Form W-9

Download Form W-9 from irs.gov

Form I-9

Download Form I-9 from uscis.gov

Employee Insurance

Form 1

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

Download Form 1 from dol.gov

Form 2

For employers who do not offer a health plan.

Download Form 2 from dol.gov

Government Websites

Internal Revenue Service

Go to irs.gov

Small Business Administration

Go to sba.gov

Charitable Contributions

IRA Distribution to the LDS Church

Download

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.