NOTE: Clients should retain their own copies of all documents. Our firm retains pertinent records related to services we performed for up to three (3) years, and only for active clients in good standing.

Client Resources

Individual Setup Form

New Clients

Download

Make a Pass Through Entity Tax Payment

Go to app.tango.us

Employee Payroll Forms

Direct Deposit Authorization Form

Download

Payroll Client Setup Form

Download

Employee Setup Form

Download

Federal W-4

Download from irs.gov

IA W-4

Download from iowa.gov

Form I-9

Download from uscis.gov

Work Opportunity Tax Packet

Download

Federal Links

Internal Revenue Service

An online resource to find the latest in tax law.

Go to irs.gov

Small Business Administration

Small business programs and services to help you start, grow, and succeed.

Go to sba.gov

Social Security Online

The official website of the U.S. Social Security Administration.

Go to ssa.gov

Iowa State Links

Iowa Department of Revenue

Go to iowa.gov

Electronic Federal Tax Payment System

Go to eftps.gov

GovConnect Iowa

Go to govconnect.iowa.gov

Iowa Workforce Development - myIowaUI

Go to iowaworkforcedevelopment.gov

Quick Links

Refund Tracker

Use our refund tracker to quickly check the status of your refund.

State Department Sites

Get more state-specific tax information straight from your state government's website.