Download Tax and Relevant Forms

Fee Schedule
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Form W-9
Request for Taxpayer Identification Number (TIN) and Certification
-Used to request a taxpayer identification number (TIN) for reporting on an information return the amount paid.

Form W-4
Employee's Withholding Allowance Certificate
Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

Form DE 4
This certificate, DE 4, is for California Personal Income Tax (PIT) withholding purposes only.
The DE 4 is used to compute the amount of taxes to be withheld from your wages, by your employer, to accurately reflect your state tax withholding obligation.

Tax Return Engagement Letter
Thank you for choosing Broussard Financial LLC to assist you with your tax affairs. This letter confirms the terms of or engagement with you and the nature and extent of the services we will provide.

Small Business Tax Prep Checklist
Here's a summary of what you'll need, whether you see a tax professional or prepare your own taxes.

Business Income and Expense Spreadsheet
Itemize and log your income and all expenses for a given taxable year into this easy-to-use form. Your tax professional will need the numbers recorded on this form.

Client Tax Organizer | SIMPLE
Make filing your taxes this year easy with one of our tax organizers.

Client Tax Organizer | DETAILED
Use this form if you have a business, rental property and/or other investments.

Extension of U.S. Individual Income Tax Return
Application for automatic extension of Time To File U.S. Individual Income Tax Return.

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