Tax Forms/Templates

W-4 (Employee’s Withholding Allowance Certificate)

IRS Tax form filled out by employees to indicate their personal information and the amount of taxes withheld from an employee’s paycheck based on their marital status, number of allowances and dependents, and other factors.

W-9 (Request for Taxpayer Identification Number & Certification Form)

IRS Tax form that is used to confirm a person’s name, address, and taxpayer identification number (TIN) for employment. The W-9 form is generally used to generate a 1099 Misc tax form, which is required for income tax filing purposes.


Required to be issued once the minimum income threshold exceeds $600 annually. Use the provided template to list your vendor’s information in order to prepare your annual 1099 forms for your business.

Business Tax Return Organizer

This business organizer was created to assist clients who handle their own accounting with completing their profit & loss and balance sheet. All the information requested on the organizer will be needed when preparing your annual tax return.

Individual Tax Return Organizer

This individual client organizer is a fillable worksheet designed to help you gather tax information needed to prepare your personal annual 1040 tax return.