Forms


Below you will find necessary forms related to the specified services.

Accounting

An Engagement Letter will be customized to fit your needs upon meeting.

Bank Account Authorization Agreement

Credit Card Authorization Agreement

Payroll

An Engagement Letter will be customized to fit your needs upon meeting.

Employment Eligibility Form I-9

Federal Withholding Form W4

MD Withholding Form MW507

VA Withholding Form VA-4

WV Withholding Form it104

Direct Deposit Form

Reporting Agent Authorization (for electronic filing of payroll tax liabilities and forms)

MD Reporting Agent Authorization (for electronic filing of payroll tax liabilities and forms)

Tax

Please note that all forms will be loaded prior to the new tax season yearly.
Should you need us to file older taxes, please contact us for the appropriate forms.
All forms are specific for individuals and businesses.
Please fill out both if we are filing both business and individual taxes.

Businesses

Business Tax Letter (required for information purposes only)

Business Engagement Letter

Affordable Care Act Form (required)

Business Worksheet

Business Tax Package (all of the above)

Right Signature Completion of ACA and Engagement Letter (Electronic Signature Completion)

Individuals

Individual Tax Letter (required for information purposes only)

Affordable Care Act Form (required)

Engagement Letter (required)

Individual Tax Questionnaire

Individual Tax Package (all of the above)

Non-Cash Charitable Contributions Worksheet (optional)

Right Signature Completion of ACA and Engagement Letter (Electronic Signature Completion)