Client Tools

Downloadable Forms

You do not have to fill any of these forms out to prepare your taxes you can just bring in source documents and/or use your own method. But, if interested these forms can be a helpful tool when pulling your tax information together:

PDF – Basic Tax Organizer
PDF – Comprehensive Tax Organizer

These are included in the Comprehensive Tax Organizer, but you may prefer just printing out what you need.

New Employee & Subcontractor Forms

PDF – Employee W-4
PDF – Subcontractor W-9

HELPFUL LINKS

Check the status of your Federal Tax Refund HERE

Check the status of your Minnesota Tax Refund HERE