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Client Online Access Login

Forms

Employee Data Form

Use this data form as a tool to document your Employees' payroll tax deduction requuirements with one fill in form.

Employee Direct Deposit Form

Use this form for your obtaining approval from your employees for direct deposit of their payroll.

Form W-4

Employee's Withholding Allowance Certificate.

W-9 Form

Request for Taxpayer Identification number and Certification.

Tax Topics

Individual Return Key Filing Dates

Key Federal filing dates for Individuals are listed here.

Recordkeeping Requirements

How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.

Smart Banking

Have you noticed that most major banks are announcing record profits? What can you do to become a smart bank shopper? Here are some tips.