Forms

Client Intake Form

• Client Intake Form (pdf)

New Employee Forms

• Federal withholding (Form W-4)
• Virginia withholding (Form VA-4)
• Virginia New Hire Reporting Form
• Employment Eligibility Verification (Form I-9)

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Other Forms

• Request for Taxpayer Identification Number and Certification (Form W-9)

Disclosure Authorization

• Please request a copy of your tax return directly from us.  If you would like us to send your returns to a third party on your behalf, please complete our Disclosure Authorization form and return it to us.