Forms

• Introduction Letter

• Individual Engagement Letter

• 2020 Client Tax Organizer – Excel

• 2020 US Client Tax Organizer – Excel

• 2020 Short Form Organizer for Returning Clients – Excel

• Farm Schedule – Excel

• Form 673 – Statement for Claiming Exemption From Withholding – PDF

• W-4 Employee Withholding Allowance Certificate – PDF

• W-7 Application for IRS Individual Taxpayer ID Number – PDF

Help

Adobe Reader (Free download to view PDF files)

Suggestion: Open the Excel document and save it to your computer. Open the file you saved and punch your data into the fields inside the Excel file. Once completed, save the file and email it to info@palazzotax.com. If at any time you have questions, feel free to contact us.