To streamline your check-in process you can download and fill out these forms ahead of your appointment.
Please only download and fill them out on your computer or print and fill them out. We will not be sharing the documents for editing via Google Drive.
If you are an individual or married couple with no business that files a separate tax return (schedule C filing
businesses are part of your individual return) please click this link:
RETURNING CLIENTS: https://bit.ly/returning_clients
NEW CLIENTS: https://bit.ly/new_client_paperwork
If you are a business owner who has a business that files a separate tax return please also click this link:
https://bit.ly/business_clientspaperwork
You can email your completed forms to admin@pinnacletaxwausau.com or share them with us via Google Drive using the same email address.
**Please Note: We will not start a tax return without these forms filled out and signed. It is a requirement
of us by our insurance. Thank you for your cooperation**
ACCOUNTING DOCUMENTS FOR PAYROLL & ACCOUNTING CLIENTS
If you are a current accounting client and you would like to ENROLL in auto - pay, please click this link:
https://bit.ly/autopayenrollment
If you are a current auto-pay client and you would like to UN-ENROLL in auto-pay, please click this link.
https://bit.ly/autopayunenrollment
You can email your completed auto-pay forms to billing@pinnacletaxwausau.com or share them with us via Google Drive using admin@pinnacletaxwausau.com.
