Forms

Heintzelman Accounting has the expertise necessary for a smooth, efficient, and painless tax preparation experience.

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Forms

Expertise for a smooth, efficient, and painless tax preparation experience.

Employee Forms

Each new employee must complete the Federal, State, and City (if applicable) W-4 so that the correct amount of income taxes can be withheld from their paychecks. Existing employees should submit new Form W-4s to their employer if their withholding allowances have changed or will change for the next year. Forward the completed forms to your payroll department or payroll service provider.

Employers must verify that each new employee is legally eligible to work in the United States. This will include completing the U.S. Citizenship and Immigrations Services (USCIS) Form I-9, Employment Eligibility Verification. Visit the USCIS website at http://www.uscis.gov for further information.

Employers are required to report any new employee to a designated state new hire registry. This form is recommended for use by all Michigan employers who do not report electronically. Internet reporting is available online at www.mi-newhire.com

Miscellaneous Forms

Businesses must file Form 1099-MISC – Miscellaneous Income – to report payments of $600 or more to persons not treated as employees (for example, independent contractors) for services performed for your trade or business. Use Form W-9, Request for Taxpayer Identification Number and Certification, to obtain your vendor’s taxpayer identification number and address.

For the Seller’s records, the basis for exemption from Michigan sales tax to be completed by the Purchaser. Each of the four sections must be completed. It is recommended that in Section 1 the Purchaser should mark: Blanket Certificate – recurring business relationship. If the exemption is for a specific one-time purchase, then check the box so marked and enter the Order or Invoice number.

Michigan law requires holders of unclaimed property to send written notice to owners at their last known address informing them that they hold property subject to being turned over to the state. The Due Diligence notice to owners must be sent not less than 60 days, and not more than 365 days, before the filing of the annual report.

HAS Forms

The Consent to Disclosure of Tax Return Information form is required before we will share your tax return information with any third party. Your consent is valid for one year, unless a specific duration period is provided.

Please complete the below form and fax (616-957-2635) it to HAS.

The Consent to Release of Information form is required for all other documents and/or information you would like Heintzelman Accounting Services, Inc. to share with a third party.

Please complete the below form and fax (616-957-2635) it to HAS.

The Blank Organizer Form has been prepared for your use in gathering and reporting tax information. Please complete the below form and upload it to HAS.

{"We began working with Heintzelman Accounting almost four years ago when they were brought on to help us with monthly bookkeeping. Since then, they have become a true partner and the accounting arm to my firm. They assist us with QuickBooks (QBO) training and support, monthly ledger, asset management and financial statement preparation, payroll, including tax filings for 3 states, end of year tax preparation, as well as cash flow projects and forecasting. What makes them truly unique and exceptional is their ability to work under our deadlines, getting us what we need, when we need it."
5
Christina Feeney, Chief Executive Officer
{Heintzelman Accounting Services has been involved with DeWitt Packaging since its inception more than 20 years ago. Their experience, expertise and knowledge have been invaluable to us. Even though they have been an independent accounting firm throughout our relationship, we consider them outstanding members of the DeWitt Packaging team.
5
Jim Baker, President/Owner
{Community Bankers of Michigan has retained the services of Heintzelman Accounting for more than 20 years. With a small staff, we rely heavily on the team at Heintzelman Accounting. They understand our business and are responsive and innovative in terms of the services that they offer.  Gives us great peace of mind knowing that we can count on their knowledge and expertise and that they’ve got our backs when challenges arise.  Over the years, we have confidently turned over several functions to Heintzelman Accounting to free up our staff from daily work that is much more sensible to outsource. Their friendly and cost-effective service is helping our association grow, expand and prioritize our energies and resources in different ways. I highly recommend this firm and enjoy working with them!
5
Michael J Tierney, President
{It is my good fortune that I was introduced to Heintzelman Accounting Services Inc. to provide professional accounting services to my company. Kathy and her staff are talented, hardworking individuals, which has made working with them a pleasure. Their QuickBooks training is easily tailored to a business’s needs and extremely affordable. They definitely provide excellent client services. I absolutely recommend Heintzelman Accounting Services to anyone that is considering their service.
5
Catherine Behrenbrinker, President
{Kathy and her team do an excellent job. They have provided great service to my clients and cleared up complex financial issues for them. They are timely, professional, responsive, and willing to assist entrepreneurs in understanding their financial statements. They stay on the cutting edge and provide proven, practical advice. They are very easy to approach and understand the challenges many business owners face.
5
Rhoda Kreuzer, President
{During 2014 our quickly growing West Michigan specialty food manufacturing company needed to transition from our out-of-state CPA firm to a local accounting firm. Heintzelman Accounting came highly recommended and their dedicated team did not disappoint. HAS handles all of our bookkeeping, accounting, payroll, and tax needs leaving us time to focus on our passion - creating new, innovative flavors. We were excited to find a firm that provides the flexibility and variety of services that we needed and always meets timelines in thorough detail. The staff of HAS is friendly and has a positive attitude which creates a pleasant accounting firm to work with. It is a testament to the great work culture at Heintzelman Accounting Services.
5
Steve Stallard, President

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