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Client Forms & Documents

Government Forms
Employee Insurance Coverage Notices
  • Form 1 - For employers who offer a health plan to some or all employees.
  • Form 2 - For employers who do not offer a health plan.

Tax Guides

eSignature Forms

Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Echosign (our document signing software) to confirm your email address – make sure you check your email and confirm your email address.

Finally, you will receive a confirmation email containing a PDF copy of your signed Information Release Form. Please keep a copy of the document for your records.


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