Tax Engagement Letters, Organizers, and Document Upload should be completed through SafeSend this year.

Help/Tutorials

Government Forms

Form W-4

Download Form W-4 from irs.gov

Form W-9

Download Form W-9 from irs.gov

Form I-9

Download Form I-9 from uscis.gov

Employee Insurance

Form 1

For employers who offer a health plan to some or all employees.

Download Form 1 from dol.gov

Form 2

For employers who do not offer a health plan.

Download Form 2 from dol.gov

Tax Guides

2024 Tax Guide

Download the 2024 tax guide

2023 Tax Guide

Download the 2022 tax guide

2022 Tax Guide

Download the 2022 tax guide

2021 Tax Guide

Download the 2021 tax guide

2020 Tax Guide

Download the 2020 tax guide

2019 Tax Guide

Download the 2019 tax guide

Government Websites

Internal Revenue Service

Go to irs.gov

Small Business Administration

Go to sba.gov

Quick Links

Refund Tracker

Use our refund tracker to quickly check the status of your refund.

State Department Sites

Get more state-specific tax information straight from your state government's website.