Financial Forms—Ready When You Need Them.
To make your experience as simple and efficient as possible, we’ve made commonly used financial and tax forms available for direct download right here on our website. Simply click the links below to download the forms you need, complete them at your convenience, and have everything ready for your appointment or submission. If you have any questions about which forms apply to you, our team is always happy to help.
A W-9 form is used to collect a person’s or business’s taxpayer information (name, address, and TIN) so a business can correctly report payments to the IRS on forms like 1099-NEC. The form is kept by the payer and is not sent to the IRS.
Our 1040 Intake Form helps us gather the essential personal, income, and tax-related information needed to accurately prepare your individual tax return. This form includes details such as filing status, dependents, income sources, deductions, credits, and prior-year tax information. Completing the intake form thoroughly allows us to review your financial situation efficiently, minimize errors, and identify potential tax-saving opportunities.
Nuestro Formulario de Información 1040 nos ayuda a recopilar la información personal, financiera y tributaria esencial para preparar correctamente su declaración de impuestos individual. Este formulario incluye datos como estado civil para efectos de la declaración, dependientes, fuentes de ingresos, deducciones, créditos e información del año fiscal anterior. Completar el formulario de manera detallada nos permite evaluar su situación financiera de forma eficiente, reducir errores e identificar posibles oportunidades de ahorro tributario.
A Schedule C (Profit or Loss from Business) intake form is designed to gather all the information needed to prepare a tax return for a sole proprietorship or single-member LLC. It focuses on business income, expenses, and other details.
A Rental Property Intake Form is designed to collect all the information needed to prepare tax returns for rental properties. It ensures the accountant has complete details about the property, income, and expenses so deductions are accurate and compliant.
North Carolina Form E-595E, Streamlined Sales and Use Tax Certificate of Exemption, is to be used for purchases for resale or other exempt purchases. With certain limited exceptions, the Streamlined Sales and Use Tax Certificate of Exemption and Form E-595E require either a sales and use tax registration number or an exemption number.
Federal Agencies & Helpful Resources
We believe informed clients make confident financial decisions. To help you better understand federal tax requirements, compliance, and business regulations, we’ve provided links to trusted federal agencies and official resources. These sites offer reliable, up-to-date information straight from the source. Simply click the links below to visit each agency’s informational website and explore tools, forms, and guidance designed to support your personal and business financial needs.
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U.S. Small Business Administration (SBA)
Offers guidance on starting, managing, and growing your business, including funding options, federal contracting, and disaster assistance. -
Internal Revenue Service (IRS) – Small Business & Self-Employed
Provides information on tax obligations, EINs, self-employment taxes, and other resources for small businesses. -
U.S. Department of Labor (DOL)
Offers resources on hiring employees, workplace safety, and compliance with labor laws. -
Grants.gov
A portal to find and apply for federal grants. -
U.S. Department of the Treasury – Small Business Resources
Provides information on government contracting, financial literacy, and other resources for small businesses.