Client Resources
Stay Organized. Stay Compliant.
Welcome to the T&S CPA Services Client Resource Center. Here you’ll find helpful tools, forms, and links designed to make your financial life easier—whether you’re preparing for tax season, managing your business finances, or planning for the future. Our goal is to provide quick access to the information and services you need, when you need them.
Tax Forms & Checklists
Download commonly used documents to help streamline your tax preparation:
- New Client Intake Form
- Individual Tax Document Checklist (PDF)
- Business Tax Organizer (PDF)
- W-9 Form – Request for Taxpayer Identification
- Direct Deposit Authorization Form (PDF)
Useful Links
Access official websites for updated tax codes, forms, and tools:
FAQs
Find answers to common questions related to:
- Individual and business tax filings
- Bookkeeping and payroll
- IRS correspondence
- Entity formation and compliance
Visit our FAQ Page »
Client Portal Login
Access your documents, invoices, and messages securely:
- Log In to Client Portal »
Important Update from T&S CPA Services
Stay ahead this tax season! Schedule your free consultation today to ensure your personal or business finances are optimized, compliant, and stress-free. We're here to help you plan smarter, not just file.