Wheeler & Associates, PC Forms

2021 Client Questionnaire - This must be returned with every tax return in order for us to complete your 2021 Individual Tax Returns.

Client Tax Return Disclosure Consent Form - In compliance with federal law and the Internal Revenue Code, we cannot disclose client tax return information to a third party without specific written consent. This is the form we are required to have on file before we can make any disclosure.

US W-4 Form - The US W-4 form and instructions for federal income tax withholding filing status and exemptions.

Indiana WH-4 Form - This form is used for employees who want their state withholdings filing status and/or exemptions to be different than their federal withholdings status. This form is not re-issued every year.

Form 2848 - This form is a Power of Attorney and Declaration of Representative. It allows another person to access your federal tax returns.

Form 8821 - This form will allow the IRS to send us duplicate copies of any notices that you might receive.

Form W-9 - This form is the Request for Taxpayer Identification Number and Certification.

Form 8822 - This is the Federal Change of Address form.

Indiana Change of Address - Indiana's Change of Address form.

Form SS-4 - Application for Employer Identification Number

Form I-9 - Employment Eligibility Verification form from the Department of Homeland Security. This form must be on record for each employee for either 3 years after the date of hire or 1 year after the date employment ended, whichever is later.

De Minimus Safe Harbor Policy - A written policy for your accounting records to enact the de minimus safe harbor policy rules.