Client Center

	Client Portal
	New Client Info Sheet – Individual: Please fill this form out and bring it with you to your first appointment
	New Client Info Sheet – Business: Please fill this form out and bring it with you to your first appointment
	What to bring to your tax preparation appointment (Individual):
	What to bring to your tax preparation appointment (Business):
	Same Day Payment Worksheet: For businesses to pay their Federal taxes by wire transfer
	Rental Property Worksheet
	Foreign Account Reporting Worksheet
	Form 8822 (Individual): Change of Address
	Form 8822 (Business): Change of Address
	W4: Employee’s Withholding Allowance Certificate
	W9: Request for Taxpayer Identification Number and Certification
	Form 8938: Statement of Specified Foreign Financial Assets
	Household Employer’s Tax Guide
	Tax Table
	Resale Values for Donated Items
	IRS Home page
	“Where’s my Refund?”
	“Where’s my Amended Return?”
	Pay your Federal Taxes Online: You must enroll to use this service
	Make a one time payment IRS Website
	Form 114 (FBAR) E-Filing Report of Foreign Bank and Financial Accounts

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