Forms and Worksheet
Income Tax Organizer
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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.
Client Information Worksheet
Download 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.
Form W-9
Download 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).
Form W-4
Download 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.
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After dealing with a plethora of CPAs for my business and personal tax returns, I can finally say without a doubt that MASH is my last stop.
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