Client Forms

All clients must complete the "Client Engagement Letter". The "Client Checklist" is intended to help guide the gathering of your tax information. Click on each client form below to download and print. Then, please bring them to our office when you drop off your tax information.

Click here to download the "Client Engagement Letter."

Click here to download the "Client Engagement Letter."

Click here to download the "Client Checklist."

Click here to download the "Client Checklist."


Secure File Sharing (via ShareFile)

If you've set up an account with us, one of our office managers provided you a link to a secure file sharing folder for your account. You will have been prompted to activate your account and set up your personal password. You can access your secure ShareFile portal at any time by clicking here.


Helpful Tax Forms

Need updated tax forms? We've got 'em. Click on a given form below to download and print. 

Click here to download Form I-9 (Employment Eligibility Verification).

Click here to download Form I-9 (Employment Eligibility Verification).

Click here to download Form W-4 (Employee's Withholding Allowance Certificate).

Click here to download Form W-4 (Employee's Withholding Allowance Certificate).

Click here to download Form W-9 (Request for Taxpayer Identification Number and Certification).

Click here to download Form W-9 (Request for Taxpayer Identification Number and Certification).

Click here to download the Ohio New Hire Form.

Click here to download the Ohio New Hire Form.

Click here to download Form IT-4 (Employee's Withholding Exemption Certificate).

Click here to download Form IT-4 (Employee's Withholding Exemption Certificate).

Click here to download Form 2848 (Power of Attorney and Declaration of Representative).

Click here to download Form 2848 (Power of Attorney and Declaration of Representative).



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