Client Forms

Questionnaires

Business Tax Questionnaire
Individual Tax Questionnaire

Government Forms

Form W-4
Form W-9
Form I-9

independent contractor forms

Form W-9
Form 1099-NEC

Federal Extension Forms

Form 7004
Form 4868

New Employee Forms

For ALL employees:

Form I-9 (Employee Eligibility Verification)
We strongly recommend that you verify employee social security numbers either with the Department of Homeland Security or the Social Security Administration to ensure that you are hiring workers authorized to work in the US.
Form W-4 (Federal Withholding)

For MD employees:

MD law requires you to report all new hires with the MD New Hire Registration
MW-507 (MD withholding)

For VA employees:

VA law requires you to report all new hires with the VA New Hire Registration
VA-4 (Virginia withholding)

For DC employees:

DC law requires you to report all new hires with the DC New Hire Registration
D-4 (DC withholding)