Useful Forms & Links

IRS Forms

Need help with an IRS Form?

W-9 Request for Taxpayer Identification Number and Certification

W-8BEN Certificate of Foreign Status of Beneficial Owner

Instructions for Form W-8BEN

W-4 Employee’s Withholding Certificate

SS-4 Application for Employer Identification Number

Client Forms

Beneficial Ownership Information E-FILING (fincen.gov)  (New)

Beneficial Owner Information Worksheet

Beneficial Ownership Information FAQ (New)

BOIR Step by Step Instructions

Virtual Notary

Northwest Registered Agent

2024 New Client+Tax Questionnaire

Client Tax Organizer

Self Employed or Single Member LLC Schedule C Checklist

Monthly-Closing-Checklist

Sample W-9 Request Letter