Tax Department
Tax Preparation:
- Tax Organizer (Short Form)
- Tax Organizer (Long Form)
- Tax Organizer for Expatriate
- Document needed list for personal tax returns
- Schedule C (Sole Proprietorship/Single Member LLC)
- Schedule E (Rental Properties)
- Rental Property Worksheet
Tax Resources:
- Insolvency Worksheet (for cancellation of debt)
- IRS Offer in Compromise Calculator
- Record Retention – Personal
- Record Retention – Business
- Check your Federal Refund Status with IRS
- Check your Stimulus Payment Status with IRS
Payroll Department
- Employee Payroll Enrollment & Update Form
- Independent Contractor Enrollment & Update Form
- Form W-4
- Form I-9
PPP 2 – Payroll protection Program – Forgiveness Updated 3-5-2021
Coronavirus Stimulus Act (CARES) Became Law on 3/27/2020
Families First Coronavirus Response ACt Became Law on 3/18/2020
Individual Tax Update 2019
Business Tax Update 2019
