Office Closed Friday 4/18 & Friday 4/25. Summer Office Hours: Monday-Thursday 8:00-4:30, Fridays 8:00-Noon remotely with the physical office closed.

Client Forms

Personal Information Form

Download

Direct Deposit Form

Go to echosign.com

Direct Deposit Form

Printable version

eSignature Forms

Tax Return Release

Go to document

Government Forms

Form W-4

Download Form W-4 from irs.gov

Form W-9

Download Form W-9 from irs.gov

Form I-9

Download Form I-9 from uscis.gov

Form IL W-4

Download from illinois.gov

Form MO W-4

Download from dor.mo.gov

Employee Insurance

Form 1

For employers who offer a health plan to some or all employees.

Download Form 1 from dol.gov

Form 2

For employers who do not offer a health plan.

Download Form 2 from dol.gov

Government Websites

Internal Revenue Service

Go to irs.gov

Small Business Administration

Go to sba.gov

Quick Links

Refund Tracker

Use our refund tracker to quickly check the status of your refund.

State Department Sites

Get more state-specific tax information straight from your state government's website.