Client Guides

Instructions for logging into the Client Center

Download guide

Help! I can't login to the Client Center

Download guide

Instructions for using Right Signature

Download guide

Onboarding Forms

Business Client Setup Form

Download

Individual Client Setup Form

Download

Employee Insurance Coverage Notices

Form 1

For employers who offer a health plan to some or all employees.

Download Form 1 from dol.gov

Form 2

For employers who do not offer a health plan.

Download Form 2 from dol.gov

Government Sites & Forms

Internal Revenue Service

Go to irs.gov

Small Business Administration

Go to sba.gov

Form W-4

Download Form W-4 from irs.gov

Form W-9

Download Form W-9 from irs.gov

Form I-9

Download Form I-9 from uscis.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.