Client forms & secure intake
Start faster with our client forms and secure intake for tax preparation, payroll onboarding, bookkeeping, and business services. PDFs are fillable; online versions submit directly to our encrypted portal and alert our team immediately.
Tip: Have your photo ID, prior-year tax returns, and entity details nearby. If you’re unsure which form to use, start with Intake and we’ll route it to the right team member the same business day.
Need a form in an alternate accessible format? Email info@haynesbserv.com with the form name, or see our accessibility policy.
Client Intake Form
Required for all new clients
Covers filing status, deadlines, and best contact method so we can assign the right preparer immediately.
Business Questionnaire
Required for new business clients
Captures entity type, payroll cycle, sales tax exposure, and bookkeeping tools to reduce back-and-forth.
Payroll Forms
Payroll onboarding, Updates, and Compliance Forms.
Includes direct deposit auth, W-4, G-4, and state-specific forms—ideal for new hires and pay changes.
Tax Organizers
Find deductions & stay prepared
Checklists for individuals and businesses so you don’t miss documents or deductions.
Identity Theft Recovery Guide
Your identity recovery roadmap.
Step-by-step actions if you suspect fraudulent filing or account access, plus IRS and credit bureau contacts.
Charitable Donations Tracker
A printable worksheet for tracking your yearly charitable giving.
Keeps dates, values, and receipt notes organized for Schedule A and state returns.