To pay for services provided by Integrated Tax Solutions, download, complete, and return this form with your original invoice.
Download, sign, and return the Engagement Form prior to initiating tax services. This allows us to engage with your personal information in order to complete your tax return.
Download, sign, and return the Information Disclosure Form to allow us to communicate with your Ameriprise Financial Advisor about your taxes.
Download a tax organizer to ensure you have all of your information ready for tax season.
Download the Tax Facts Sheet for general tax reference points and guidelines.
Download the Tax Facts Sheet for general tax reference points and guidelines.
Download an updated W4 form directly from the IRS website. Use this to change tax withholding amounts with your employer.
Download an updated W4 form directly from the MO Department of Revenue website. Use this to change tax withholding amounts with your employer.
Download an IRS form 1099-Misc directly from the IRS website. Note* this form cannot be filed with the IRS and is for information purposes only. See links in doc for e-file options.
Download an IRS form 1099-NEC directly from the IRS website. Note* this form cannot be filed with the IRS and is for information purposes only.
Order official 1099 and other employer tax forms accepted by the IRS.