Forms, Documents & Links

Helpful Info from Strategis CPAs

Client Accounting Manual
Employee vs. Independent Contractor
Chart of Accounts
Record Retention Guidelines
Capitalization Policy
Accounting Equation
2023 Year-End Tax Letter
General Terms of Engagement

New Employee Forms

Form W-4
Form I-9
Employee Direct Deposit Enrollment From
Florida New Hire Reporting
What Employers Need to Know About the Florida Reemployment Tax

Independent Contractor

Form W-9

Employee Insurance

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

Tax Guides

2019 Tax Guide
2020 Tax Guide
2021 Tax Guide
2022 Tax Guide
2023 Tax Guide
2024 Tax Guide

Government Websites

Internal Revenue Service
Small Business Administration

Unlock Your Business Potential

Dive into “10 Mistakes that Increase Your Risk of a Tax Audit” and discover actionable strategies to enhance your cash flow and elevate your business.

Forms, Documents & Links

Unlock Your Business Potential

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