Forms, Documents & Links

We provide easy access to essential websites and forms to save your valuable time. You are welcome to retrieve the most current information you need for your personal or business use from our resources.

Explore our menu for quick access to information and resources.

Client Forms

Individual Tax Return Checklist

Payroll Forms

Tennessee Employers
New Hire Reporting

Government forms

Form W-4 http://www.irs.gov/pub/irs-pdf/fw4.pdf

Form W-9 http://www.irs.gov/pub/irs-pdf/fw9.pdf

Form I-9 https://www.uscis.gov/i-9

Form SS-4 https://www.irs.gov/pub/irs-pdf/fss4.pdf

Employee insurance

Form 1 (For employers who offer a health plan to some or all employees)

Form 2 (For employers who do not offer a health plan)

Tax guides

2026 tax guide

2025 tax guide

2024 tax guide

2023 tax guide

Government websites

Internal Revenue Service: http://www.irs.gov/

Small Business Administration: http://www.sba.gov/

Refund Tracker

Use these links to quickly check the status of your refund.