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MCLR Financial Center
Providing tax and accounting solutions to individuals and small businesses

MCLR Financial Client Forms

(Sorry, but these forms aren't fill-and-print ... YET, but hopefully soon!)

2011 Tax Questionnaire and Checklist for Individuals
Whether you mail in or drop off your return, or come in for an appointment, we ask all tax clients to answer these questions on this form.  We provide the checklists to help you gather your tax information.

2011 Year End Business Client Request for Information
This form is a good starting point to identify the information we will require to prepare your business tax returns.

Consent for Disclosure to a Third Party
We MUST have this form before we can release confidential information about you to anybody besides you. Please print it, fill it in, and send it to us by fax (810.744.4806), or, if you have a portal with us, scan and upload it.  Be sure to clearly identify exactly WHAT information we should release, WHO should receive it, and HOW it should be delivered.

Links to Miscellaneous Government Forms

I-9 - Employment Eligibility Verification

MI-W4 - Employee's Michigan Withholding Exemption Certificate

MI W-4P - Withholding Certificate for Michigan Pension or Annuity Payments

MDT 160 - Combined Return for Michigan Taxes

UIA 1017 - Michigan Wage Detail Report

UIA 1020 - Michigan Employer's Quarterly Tax Report

2011 FW-3 Flint Employer's Annual Reconciliation of Income Tax Withheld