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New Client Forms

If you’re a new client of Silver Bridge CPAs, welcome! Below you’ll find helpful links to all the forms you’ll need for your tax appointment, as well as a list of important documentation you’ll need to bring with you. If you don’t have a tax appointment, make sure to contact us to set one up.

New client forms:

Other necessary documentation:

  • Copies of your last two filed tax returns
  • Copy of your last depreciation schedule, if applicable
  • Form(s) W-2 for wages
  • Form(s) 1099 for interest, dividends, retirement income, and investment transactions, and cost basis of securities sold
  • Form(s) 1095 for information on health coverage
  • Schedule(s) K-1 for income / loss from Partnerships, S CorporationsClosing statements pertaining to real estate transactions
  • Form(s) 1098 for mortgage interest, tuition, student loan interest, etc.
  • Closing statements pertaining to real estate transactions
  • In addition to these documents, please bring any tax notices you’ve received from the IRS or other tax authorities that pertain to the last two tax years. If you have any other supporting documents, such as schedules or checkbooks, please bring those as well.

New Payroll Client Forms

Employer Documents

Employee Documents

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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