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 Setup and Update Package (includes all forms)
- Employee Update Form
- Direct Deposit Authorization Form
- LST Exemption Form - PA only
- Residency Certification Form - PA only
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
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.