RESOURCES

Here you can find manuals, instructions and forms, with which we can carry out our services in an optimized way

FORMS

Income Tax Return Intake Form

Complete your information to prepare your personalized Professional Services quote.

Form W-4, Employee's Withholding Certificate

Used by employees to inform their employer about the amount of federal income tax to withhold from their paycheck.

Form W-9, Request for Taxpayer Identification Number and Certification

Used by businesses or individuals who need to report income paid to independent contractors, freelancers, or other non-employees.

Downloads

Medzam Consulting Brochure

All the information about our organization and the services we provide.

Responsibilities and Obligations for Business Owners

A guide to know everything a business owner must comply with at the Federal, state and local level.

2025 Tax Season Checklist

A list to help you remember the essential documents you may need as a guide for a smooth tax filing experience.

TUTORIALS

Client Portal MOBILE APP Use Tutorial

A guide to learn how to use our Client Portal from your smartphone.

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Client Portal DESKTOP Use Tutorial

A guide to learn how to use our Client Portal from your computer.

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