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Forms

Individuals:

• Tax Preparation Intake Form
• Tax Preparation Checklist
• Rental Property Intake Form

Businesses:

• Bookkeeping Intake Form
• Business Tax Preparation Intake Form
• Payroll Client Intake Form
• W-4 Form
• W-9 Form: Request For Taxpayer Identification Number and Certification (Contractors)
• WT-4 Wisconsin Form
• I-9 Wisconsin Form
• Direct Deposit Form

Contracts

• Bookkeeping Contract
• Payroll Contract

To expedite your consultation please fill out appropriate forms and bring along or return via E-Mail or Fax prior to appointment.