Client Forms

Download Our Tax Organizer

The organizer is a "road map" designed to assist and remind you of information that is needed to prepare your tax returns and help you gather and organizer your documents.  All clients are required to complete an organizer as part of our commitment to client service as the organizer helps assure that we have performed our due diligence in recognizing any and all events that may impact your tax liability.


Employee Payroll

Government Forms

Vendor 1099 Processing

Employee Insurance Coverage Notices

  • Form 1 - For employers who offer a health plan to some or all employees.
  • Form 2 - For employers who do not offer a health plan.

Additional Tax Forms

Tax Guides


eSignature Forms

Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Adobe Document Cloud (our document signing software) to confirm your email address - make sure you check your email and confirm your email address.

Finally, you will receive a confirmation email containing a PDF copy of your signed form. Please keep a copy of the document for your records.

Client Center

- Individual Clients
- Business Clients
- Client Employee

Join a scheduled video meeting with our staff.

How to Review My 1040
Using File Exchange

Go Mobile!

...and get what you need, when and where you need it!

A Next Generation Accounting Firm™

As a Next Generation Accounting Firm, we are committed to being on the leading edge of industry best practices. We have seamlessly integrated technology into our accounting services—supporting a highly efficient end-to-end digital process and eliminating the need for paper. Our advanced, web-based platform provides personal, secure portals where we deliver documents electronically and share information with you in real-time. Regardless of the day, hour or location, you have convenient, confidential access to your financial data with a few clicks of a mouse.

Memberships

 

Phone 610.250.0862 • Fax 484.626.8990
Email: info@valleytax.net