Current Items of Note
Beneficial Ownership Information Returns for companies created before January 1, 2024 are due by January 1, 2025. Click Here for more information.
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Tax Prep Resources
Personal Worksheets
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Payroll Worksheets
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Helpful Tips
- When using fillable forms, fully complete all fields, save as a pdf to your computer or device with your name or business name included in the document title.
- Submit completed documents by clicking “Upload A File” in the upper right corner of this screen. Select Recipient “1099/W-2, Payroll” and follow the instruction on the page.
- To Print and fill out forms by hand, click “All worksheets – Printable.” Drop the fully completed forms off at any one of our three office locations or scan and submit using the instructions above.
- If you have more than five forms to be prepared, please use the fillable spreadsheet.
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