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Transform the way you do business

We help you look ahead and plan for a successful, sustainable future

Client Forms

Govenment Forms

  • Form W-9 - Request for Taxpayer Identification Number
  • Form W-4 - Employee's Withholding Allowance
  • Form I-9 - Employment Eligibility Verification

Company Forms


eSignature Forms

Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Echosign (our document signing software) to confirm your email address - make sure you check your email and confirm your email address.

Finally, you will receive a confirmation email containing a PDF copy of your signed Information Release Form. Please keep a copy of the document for your records.


Employee Insurance Coverage Notices

  • Form 1 - For employers who offer a health plan to some or all employees.
  • Form 2 - For employers who do not offer a health plan.

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