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  • Home
  • The Firm
    • Who We Are
    • What We Do
    • Whom We Serve
    • Shelia Maddox Tucker
  • Send A File
  • Portal Login
  • Documents
  • Two Locations
  • Careers
  • MangoShare
  • PAY
  • 12/23 Newsletter

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Beneficial Ownership Information (NEW)

BOI_Small_Compliance_Guide.v1.1-FINAL (pdf)Download
BOI Newletter October 2024 (pdf)Download

Payroll Forms

Federal W4 2025 (pdf)Download
Federal W4 2023 (pdf)Download
Federal W4 2022 (pdf)Download
Federal W4 2021 (pdf)Download
Federal W4 2020 (pdf)Download
Federal W4 2019 (pdf)Download
Alabama A4 (pdf)Download
Federal W9 (pdf)Download

Client Forms

2023 Engagement Letter for individuals (pdf)Download
TAX EXTENSION FAQ (pdf)Download
2023 Form 1040 Extension Request (002) (pdf)Download
Client Interview Sheet (pdf)Download

Tax Information and Worksheets

JMT Dec 23 newsletter-print (pdf)Download
TAX EXTENSION FAQ (pdf)Download
Business or hobby_ The nine factors (pdf)Download
Housing Allowance Worksheets (pdf)Download
Reporting Requirements for Non profits and Raffle Prizes notice_1340 (pdf)Download
AL BAPTIST FINANCIAL GUIDE 2023 (pdf)Download

Office Security Policies, Terms and Conditions

Safeguarding Taxpayer Data p4557 (pdf)Download
Data Security Resource Guide p5293 (pdf)Download
Document Retention Policy 2014 (pdf)Download
JMTCPA Password Policy 07.02.2024 (pdf)Download
Creating a Written Information Security Plan for your Tax & Accounting Practice p5708 (pdf)Download
Identity Theft Affidavit f14039 (pdf)Download
Bizpayo Authorization.pdf.06.24.25 (pdf)Download
CONFIDENTIALITY AGREEMENT pdf (pdf)Download

Copyright © 2018 Joe M. Tucker CPA, P.C. - All Rights Reserved.

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