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Client Resources

Designed to Keep Our Clients Informed

Whether or not you are a client of Grant & Katie Johnson CPA, PLLC, the free resources below can help you on your financial journey. They were compiled and edited by our expert staff, so you can be certain that the guidance in them is sound.  You can download Adobe Reader Here to view files.

2022 Individual Client Organizer

Download & Complete before your appointment. Please bring your completed form to your appointment or email completed form using the "Get In Touch" button at the top of this page.

2022 Farm Organizer

Download & Complete before your appointment. Please bring your completed form to your appointment or email completed form using the "Get In Touch" button at the top of this page.

2022 Business Client Organizer

Download & Complete before your appointment. Please bring your completed form to your appointment or email completed form using the "Get In Touch" button at the top of this page.

2022 Rental Organizer

Download & Complete before your appointment. Please bring your completed form to your appointment or email completed form using the "Get In Touch" button at the top of this page.

Business Owners Employee Packet

Printable PDF Packet (includes Direct Deposit Form, W-4 & I-9)

2023 W-4 Form

Fillable PDF Form

2023 W-9 Form

Fillable PDF Form

Change of Fees Letter

Effective January 1, 2023

Client Resources: Client Resources
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