The full list of required Tax Documents can be found here.

You can download the spreadsheet here – Individual Income & Expense

You can download the spreadsheet here – Business Income & Expense

Tax return questionnaire helps us to prepare paperwork. Download the files here

• Tax Return Questionnaire 
• Tax Organizer

You can download Trucker’s Income & Expense Worksheet here.

If you’ve ever been a contractor for a company, you’ve probably completed a Form W-9. True to its name, individuals and entities use the form to provide their taxpayer identification number to entities that will pay them income during the tax year.

You can download the W-9 form here.

Firms and workers file this form to request a determination of the status of a worker for purposes of federal employment taxes and income tax withholding.

You can download the SS-8 form here.

Complete this form so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes.

You can download the FED W-4 form here.

The IL W-4 form must be completed so that you know how much state income tax to withhold from your new employee’s wages.

You can download the W-4 form here. 

Form I-9 is used for verifying the identity and employment authorization of individuals hired for employment in the United States.

You can download the I-9 form here.