To better assist you with your taxes and to make sure we have all the information required please fill this form out prior to your tax appointment or if you are signed up with SmartVault and turn in your documents to us in your safe please fill this out so to ensure nothing is being missed.
Copies of Blank Forms:
W-9 (used for receiving payment from others outside of payroll)
W-4 (used for new hire information for Payroll)
I-9 (used for new hire verifications for Payroll)
Request Access to SmartVault:
Smart Vault is the program that we use in order to securely share documents with each other. It is a safe Vault that we also store all you prior year documents, including but not limited to W2s, 1099's, signature forms, Etc. If you would would like to request access please fill out this request form.