- Tax Organizer blank (new clients only)
- IRS Form 2848, Power of Attorney & Declaration of Representative
- Confidential Tax Information Authorization – WA State
- Home Office Worksheet – Employees
- Home Office Worksheet – Self Employed
- IRS Form W-4, Employee’s Withholding Allowance Certificate
- IRS Form W-9, Request for Taxpayer Identification Number (TIN)
- DSHS New Hire Reporting Form
- Form I-9, Employment Eligibility Verification
- Rental Income & Expense Form
