The Income Tax Organizer assists you in gathering information necessary to prepare your tax return. An accurately completed organizer will decrease the time it takes to prepare your tax return.
The client information worksheet provides us with general information for our files. This is a short one page abbreviated version of the Income Tax Organizer from above.
Request for Taxpayer Identification Number (TIN) and Certification. Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN to the person requesting it (the requester).
Employee's Withholding Allowance Certificate. Complete W-4, so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial institution changes.