W-4 Update

To ensure your tax withholdings are up to date and accurately reflect your current situation, we’ll

need to update your W-4 form. This will help avoid surprises at tax time and keep everything compliant.

Below you’ll find:

✅ What we need from you

✅ What to expect next

✅ Questions to help us guide you

Message Subject *

Learn More *

What do I need to provide to update my W4?

What should I expect next?

Full Name *

Email Address *

Phone Number

Select any that apply *

Have there been any changes in your income or additional jobs this year?

Have your dependents changed (birth, adoption, no longer claiming someone)?

Are you planning for any major life events (marriage, home purchase, retirement)?

Would you like additional withholding to cover other income (investments, side business, etc.)?

Are you interested in adjusting your withholding to maximize take-home pay or to avoid owing at tax time?

None

Attach File *

Documents Needed Please provide the following: ● A copy of your most recent pay stub ● Your prior year tax return (if we don’t already have it) ● Copies of any recent marriage/divorce decrees or dependent changes (if applicable) ● Your current state withholding form, if different from federal

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Financial tune up

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W-4 Update

Below you’ll find:

✅ What we need from you

✅ What to expect next

✅ Questions to help us guide you