Forms / Links

Bookkeeping Links

Expense Reimbursement Request
Use this when you want to be reimbursed for something you bought with your money.

Bill Payment Request
Use this to submit a bill for payment from your company to a third party. 

Payroll Links

Employer Payroll Access
Employers (those with access) use this site to log into the payroll module.

Employee Payroll Access
Employees use this site to access their paycheck records.

Employer Payroll Setup Information Form

New Employee Information Form

Form W-4 Employee's Withholding Allowance Certificate

Form I-9 Employment Eligibility Verification

Household employer's tax guide
"Nanny Tax" 

Federal Workplace Poster Requirements for Small Businesses and Other Employers

Engagement Letters

Individual Tax Return Engagement Letter

Business Tax Return Engagement Letter

Tax Return Items

Power of Attorney (Form 2848)

Ending Odometer Reading-send it to me at year end.

Estimated Payments Form to report your estimated payments to my office

Installment Agreement Request

Form W-9 Request for Taxpayer Identification Number and Certification
for independent contractor

Non-cash donation estimator/calculator

Form 8822 IRS Change of Address Form

Miscellaneous

Tax Guide for Churches and Religious Organizations

Starting a Business and Keeping Records