Gift CPAs

Certified Public Accountants. Payroll, Financial Advising, Tax Preparation & small business accounting in Mechanicsburg & Lancaster, PA.

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Forms & Resources

We’ve compiled a collection of the most frequently requested and needed forms here for your convenience. If you don’t already have Adobe Acrobat, you can find it here.

Videos

Video: Getting Started Using the Client Portal

Forms

W-9
W-4
I-9 Form
LST FORMS
Sales Tax Exemption
Certificate-of-Residency
Consent for Disclosure

Gift Questionnaires

Business Questionnaire Online Form
Business Questionnaire PDF
Personal Questionnaire Online Form
Personal Questionnaire PDF

Guides

2019 Pocket Tax Guide
Records Retention Guide

 

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