Forms and Information

ORGANIZER - This organizer will help you prepare for your appointment
CONSENT TO DISCLOSE TAX INFORMATION - This gives us permission to send your tax information to a third party
2020 W4 Form
W-4 EMPLOYEE'S WITHHOLDING ALLOWANCE CERTIFICATE  -- To change withholding from paychecks
I-9 EMPLOYMENT ELIGIBILITY VERIFICATION. - Federal form for new employees
MINNESOTA NEW HIRE FORM
​SUPPORTING DOCUMENTS NEEDED TO CLAIM TAX CREDITS
SUPPORTING DOCUMENT TO PROVE AMERICAN OPPORTUNITY CREDIT
SUPPORTING DOCUMENT FOR DEPENDENCY EXEMPTIONS
​DOCUMENTS YOU NEED TO SEND TO CLAIM THE EARNED INCOME CREDIT ON THE BASIS OF A QUALIFYING CHILD OR CHILDREN FOR TAX YEAR 2019