Step 1

Download and fill out the necessary tax files with the relevant information.

Download Fillable Files hEre

Step 2

Send your completed files to us by uploading them here using the file system below.

New tax clients should upload:
A copy of your last year’s tax return.
A signed copy of the current year’s Client Engagement Letter.
A completed copy of the current year’s Client Questionnaire.

New payroll clients should upload:
New client Information Checklist
Federal Form W-4 for 2023
Nebraska Form W-4N
Form I-9
Bank Credit Authorization Form
Payroll Reporting Sheet


And you’re done! Our tax experts will take a look at you files and get back to you as soon as they are able!