Here are some of the most common forms used in our office and can be downloaded by clicking on the links below.

Individual Income Tax Related Forms and Documents

Do you need to file an extension? We can help! Here is the Personal Tax Extension Request form to request a tax extension. Be sure to follow the instructions completely.

Helpful Steps in Collecting Your Tax Information

Request for Extension (coming soon!)

Tax Organizer (in pdf format)

Tax Organizer (in Excel format)

How Long to Keep Your Tax Records

Business Related Forms and Documents

Please call our office to obtain a copy of our most recent Business Engagement Letter.

General Excise Tax Related Forms and Documents

Engagement Letter GE taxes-Individuals

Payroll Related Forms and Documents

Below are the most common forms used for new hires. Most forms are fillable (but are not able to be saved) so complete the form, print the form and return to your employer or to our office. In addition, if you've provided us with an email address, you will have access to our online portal where you can change your address, download copies of your paystubs and your Forms W-2 when they become available. Our employee portal is also available via a smartphone app (search for "Employee Portal by Payroll Relief" in the iTunes app or Adroid app stores.) Our firm code will be provided to you when you provide an email address.

Add/Change Employee Form (Employee Leasing Only)

Form W-4 2019

Hawaii Form HW-4


Form I-9

Employee Data Sheet (Employee Leasing Only)

Direct Deposit Authorization

Form HC-5 2019 (Hawaii only)

W-2 Electronic Authorization (for access to our secure Employee Portal)

Employee Change Form (to change your name, address, & contact information information)

Payroll Deduction Authorization

Non-Binding Affirmation Regarding Medical Care 2018 (Employee Leasing Only)

Termination Notice (to be completed by employee's manager-Employee Leasing Only)

Personal Finance Related Forms and Documents

Family monthly budget

Letter to my Loved Ones


Rental Application