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Click here to open an email. Attach any documents you would like to send to our office!

Tax Client Packet

Every tax return is different because everyone's story is different. To make the process easier  for everyone, we have created this fillable document to get us the information we need. Once you have it completed, please email it to our office at or drop it off with your documents!

Payroll Client Packet

Each company has different needs when it comes to payroll and we work with your company to meet your specific needs. If you would like a quote for our payroll services, please complete this fillable form and then email to!

Direct Deposit Form

If you are a payroll client and need to add or change your direct deposit info, please fill out this form and email it to our office at


Our payroll tax withholdings have had an overhaul beginning in 2020. The new W-4 is a simplified version of what we are used to, without having to calculate how many allowances we want to use. 

As of January 1st, 2020, any employer that hires a new employee has to have this new version of the W-4 on file for that employee. 


Form I-9 is used for verifying the identity and employment authorization of individuals hired for employment in the United States. All U.S. employers must ensure proper completion of Form I-9 for each individual they hire for employment in the United States. The employee must also present his or her employer with acceptable documents evidencing identity and employment authorization.


Businesses use IRS Form W-9, Request for Taxpayer Identification Number and Certification, to get information from vendors they hire as independent contractors (also called freelancers). Businesses do not send Form W-9 to the IRS. Rather, this form is used to provide contractors with a 1099 at the end of the year.


STATE OF GEORGIA ONLY: Employers in the State of Georgia must withhold from employee's pay the state income tax. This form is filled out by the employee to determine how much state income tax should be withheld from each paycheck. This form is not filed with the State but kept on file for payroll purposes.




STATE OF GEORGIA ONLY: under Georgia law, each employer is required to give each employee a separation notice when the they leave the employment of the employer. This legal document will explain the reason(s) employment with a company came to an end. If case is filed with the State, this notice can and will be used as evidence to defend the action of the employer.



STATE OF TENNESSEE ONLY: In Tennessee, employers must present former employees with a notice within 24 hours of the separation, unless the employee has worked at the company for less than a week. The separation notice is a legal document which explains the reasons an individual’s employment with a company came to an end. If a past employee lodges an unfair dismissal case, the separation notice can be used as evidence to defend the action.

Schedule C - Business Income & Expenses

We love small businesses and know that filing business taxes can be difficult. Let us help you get your taxes done right! Fill out this form and email it to or bring it in and let us go over it with you.

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