Consent for Disclosure: For us to send your tax information to third parties, you must complete, sign, date & fax this form to us: Consent for Disclosure of Tax Information Pursuant to IRC 7216
Tax Organizer: For new clients to summarize their tax information, click on the following link, print the form out, take some time to fill it out as best you can, and bring it with you when you come to our office. This will save you time and money, and help us serve you more effectively: PDF Tax Organizer. After you are an established client, you will receive a personalized Tax Organizer generated by our Lacerte tax software.
Request for Tax ID Number This is a request for a tax identification number, used for example to request an independent contractor for their name and tax ID number on file with the IRS: Form W-9
New Employee Forms: