Worksheets & Forms

Forms are available in PDF format. You can download Adobe Acrobat by clicking here.

Client Worksheets and Organizers (downloadable forms):

Income Tax Data Itemizer
Tax Appointment Checklist
Business Checklist
Drop Off Instruction Sheet
Bank Account Verification Form
Questionnaire
Engagement letter on letterhead
Checklist Income and Expense
1099 Worksheet
1099 Instruction Sheet
W-9 Form – Request for Taxpayer ID Number & Certification
Property Tax Rebate Release Form

Payroll Client Forms (downloadable forms):

W-4 Form —Withholding Allowance Certificate
I-9 Form (Immigrations) – Employment Eligibility Verification
Local Services Tax (LST) Exemption Form
PA New Hire Form
Residency Certification Form
Corporate / LLC Clients – Shareholder/LLC Member Letter

Miscellaneous Forms (downloadable forms):

W-9 Form – Request for Taxpayer ID Number & Certification
Release for Pickup
Disclosure/Consent
Privacy Policy
Waiver of Potential Conflict of Interest