The below documents are for new clients:






The following documents are for new employees.  Please have your employees complete and give back to us via email and/or fax:

IRS Form I-9

IRS Form W-4

Arizona Form A-4


Use the below form if you have a new employee that wishes to have direct deposit setup (for their payroll):

Direct Deposit Authorization


Use the following form if you need to give your EIN (tax ID) to a vendor or a customer:

IRS Form W-9


Offer In Compromise List of Items Needed (to give to our firm to prepare your OIC):

OIC List of Items Needed


Complete one of the below forms and submit to our firm in order to begin the process of setting up your new LLC or Corporation:

LLC Setup Request Sheet

Corporation Setup Request Sheet


The below forms are for business-owners to review, sign and return to our firm (to assist with preparation of your business tax returns or Schedule C):

IRS Rules on Record-Keeping

IRS Disclosure Letter

Disclosure Statement for Schedule C

Disclosure Statement for Business Expenses