Forms and Letters

Important Updates:

For Clients with dependent children: Please bring a birth certificate for every dependent child born in 2025 and a doctor or school record which shows your address!

Please bring your final pay stub for 2025 for overtime or tip deductions under the new law.

If you updated your drivers license during 2025, please provide us with a copy.

Don't forget your HEALTH INSURANCE CARDS or Form 1095-A, 1095-B or 1095-C from your employer for NJ requirements.

If you are unable to access the forms below, please contact our office.

Engagement Letter 2025

Client Information Sheet

Foreign Checklist - 2025

List of Documents - 2025

Payroll Forms:

2026 W-4 Form

IRS I-9 Form and Instructions

2024 W-9 Form

Other Resources:

Gambling Winnings Publication: Gambling Winnings and Losses.pdf

Salvation Army Guide: Salvation Army Guide.pdf