Documents

Each of the links listed below will take you to the appropriate resource you are searching for. Click on the links below to view each individual website or document.

Online Tax Documents Link:

Tax Vault on Right Capital (NEW)

• Tax Vault Instructions

Accounting Documents:

    - Employment Eligibility Verification Form I-9

    - Direct Deposit Authorization

    - New Hire Reporting Form

    - Payroll Record Sheet

    - Sales Form

   -  Federal W-4 2021

    - IRS W-4 Tax Withholding Estimator - Click to Fill Out on the IRS Website

    - W-9

    -Payroll Tax Tables  (Withholding and Tax Tables information starts on page 8)

Investment Documents & Disclosures:

Investment Form CRS

Best Interest Disclosure

Financial Plan Specific Conflicts of Interest