Federal Forms

2020 W4 Form

2019 I9 Form

State Forms

Form 2848 - POA

Form W9

Form 9465

Installment Payment Plan Application

WA State CTIA

Confidential Tax & Information Authorization

ESD POA

DSHS

Dept of Revenue POA

Employment Security

Power of Attorney

Work Authorization Form

WA Dept of Revenue

Power of Attorney

Tax Organizer Forms

General 

Questionnaire

Client Interview Form

1040 Engagement Letter

Individuals

Client

Information

Schedule C - 

Self Employment

Schedule E

Rental Income

Schedule D

Capital Gains/Losses

Client Information, Wages, Itemized Deductions, Misc

Income, Expense, Etc

Stocks, Investments, etc.

Rental Property

1041 Engagement Letter

1065 Engagement Letter

1120 Engagement Letter

Estates & Trusts

Partnership

Corporate

1040 Estimated Tax Voucher

Individual