Document Center
Downloadable Forms
Every checklist, intake, and onboarding document — searchable, categorized, secure.
Intake
Individual Tax Intake
Personal return intake & checklist.
Intake
Business Tax Intake
LLC, S-Corp, C-Corp intake packet.
Forms
W-9 Request
Standard W-9 contractor form.
Onboarding
W-2 Onboarding Packet
Employee onboarding bundle.
Onboarding
1099 Contractor Packet
Independent contractor agreement & forms.
Partners
Affiliate Agreement
Affiliate partnership documents.
Compliance
Audit Defense Form
Authorization & IRS audit prep.
Planning
Tax Planning Worksheet
Quarterly tax planning template.
Intake
Bookkeeping Cleanup Intake
Catch-up bookkeeping engagement form.
Onboarding
Payroll Setup Packet
Full payroll onboarding bundle.