Various Forms

Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.

Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.

WELCOME LETTER

 

NEW CLIENT TAX ORGANIZER

 

BUSINESS TAX ORGANIZER

 

DROP OFF/PAPERWORK SUBMISSION SLIP

 

W4 FORM

https://www.irs.gov/pub/irs-pdf/fw4.pdf

 

A4 FORM

 

/memberarea/images/uploaded/files/lrozet/FORMS_WITHHOLDING_2023_A-4_f.pdf

 

PERSONAL TAX ORGANIZER

/memberarea/images/uploaded/files/lrozet/Schedule%20A.PDF

 

RENTAL WORKSHEET

/memberarea/images/uploaded/files/lrozet/Schedule%20E.PDF

 

HOME OFFICE TAX ORGANIZER

/memberarea/images/uploaded/files/lrozet/Work%20from%20Home%20Exp.PDF

 


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