Legal Forms

As Certified Public Accountants, we know that one of the things you use our service for is to help with the financial details of subjects that are confusing and irritating. We have underwriters who will help with your insurance claims and policies, and you can download the PDFs you need concerning the financial details of those end of year reports directly from our site. This applies to all other areas of finance that we are contracted to help you with, from ACA policy reporting, to payroll management and tax filing as well. You can find and download all the appropriate documents here, and once filled out, we will file them for you.

Year End

• Vehicle & Health Insurance Letter
• Business Tax Letter
• Fixed Asset Letter
• 1099 Letter
• W-2 Letter

Payroll

• Form W-9
• Form I-9
• Form SS-8
• Form W-4 (2021)
• Circular E Publication 15 (2020)

Other

• Basic Filing System
• Compare Operating Entities
• Mileage Reimbursement Request
• Records Retention Checklist
• S-Corp vs C-Corp Explanation

Affordable Care Act

• Model Notice-Employers with Health Ins.
• Model Notice-Employers with no Health Ins.
• Model Notice-Employers with Health Ins. (Spanish)
• Model Notice-Employers with no Health Ins. (Spanish)

Stephen A. Macy, CPA, PA

13770 58th Street North #304
Clearwater, FL 33760

Phone: 727-544-8875
Fax: 727-544-6673