Financial Forms/Resources


Listed below are some of the most commonly requested forms by clients. We have briefly explained each, but if you have any questions, please do not hesitate to contact our staff.

 

Payments to independent contractors

This form is to obtain the information necessary to issue a Form 1099 at year end for you to avoid a $500 penalty. You should have independent contractors complete this form before you pay for their services; it can be difficult to obtain later.

Copy of Download W-9 Form

 CLICK HERE

Forms for New Employees

Four forms are mandatory for all new employees; employers and employees are each required to complete certain parts upon hire. The federal and Iowa W-4 should be completed at the beginning of each calendar year thereafter.



Download W-4 Form

 CLICK HERE

Download IA-W-4 Form

 CLICK HERE

Download I-9 Form

 CLICK HERE

Insurance Form

Employers who do not offer health insurance CLICK HERE

Insurance Form

Employers who do offer health insurance CLICK HERE

Other Helpful Links



Download Publication 15 Form

 CLICK HERE

Withholding Tax Information

 CLICK HERE

Tools and Worksheets for income tax preparation

Download Deductions Form

 CLICK HERE

Download Farm Income/Expense Summary

 CLICK HERE

Download Individual Checklist and Planning

 CLICK HERE

Download Income Tax Worksheet – General Information

 CLICK HERE

Download Purchase/Sale of Property Form

 CLICK HERE

Download Rental Income/Expense Summary

 CLICK HERE

Download Schedule C Worksheet

 CLICK HERE

Download W-2 and 1099 Preparation

 CLICK HERE