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.
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2023 Individual Client Organizer
Fillable PDF Form
Download & Complete before your appointment. Please bring your completed form to your appointment or email completed form along with your tax documents, using the "Get In Touch" button at the top of this page.
2023 Farm Organizer
Fillable PDF Form
Download & Complete before your appointment. Please bring your completed form to your appointment or email completed form along with your tax documents, using the "Get In Touch" button at the top of this page.
2023 Business Client Organizer
Fillable PDF Form
Download & Complete before your appointment. Please bring your completed form to your appointment or email completed form along with your tax documents, using the "Get In Touch" button at the top of this page.
2023 Rental Organizer
Fillable PDF Form
Download & Complete before your appointment. Please bring your completed form to your appointment or email completed form along with your tax documents, using the "Get In Touch" button at the top of this page.
2023 W-4 Form
Fillable PDF Form
Need help completing your W-4?
Check out the IRS Tax Withholding Estimator for help completing this form.
Request 1099s
Fillable PDF Form
Did you pay anyone $600 or during the 2023 year? Request us to prepare your 1099s. Bring by completed form by our office or email using the "Get In Touch" button at the top of this page.