- Form W-9 - Request for Taxpayer Identification Number Form
- Form W-4 - Employee's Withholding Form
- Form 8822 - Change of Address Form
- Form I-9 - Employment Eligibility Verification Form
- 2017 Individual Client Tax Organizer
- 2017 Business Corporate Client Tax Organizer
- 2017 Business Partnership Client Tax Organizer
- 2017 IRS Tax Notice and Audit Service Plan for Individuals
- 2017 IRS Tax Notice and Audit Service Plan for Businesses
- Client Authorization to Release Information to SBDP
- Client Authorization to Release Information to a 3rd Party
- Portal Instructions for Clients
- File Exchange Instructions
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