Brian E. Lindberg, cpa, pc

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W-4
I-9
New Hire Report
Michigan Tax Exemption Certificate
Bank Reconciliation Form
Privacy Policy
Valuation Guide for Donated Items (Goodwill, etc.)
Website Disclaimer

Useful Forms

Here are a few forms that we thought might be helpful, along with copies of the Brian E. Lindberg, cpa, pc privacy policy and website disclaimer.

Use of these forms is not intended to substitute for obtaining tax, accounting, or financial advice from an accounting professional, and these forms may contain hyperlinks to websites and servers maintained by third parties. Please click "Disclaimer" at left before using at your own risk.

Filled out and given to employer to determine the correct withholding on Federal and Michigan income taxes for payroll. Should be analyzed each year as your employee's tax situation changes.

Please bring in this form with your 2020 tax information--this reconfirms the data. Thank you!

Required by Federal Government for each individual hired. Employer fills out and retains information for citizens and non-citizens. Employer must verify the employment eligibility through identifying documents presented by the employee (see a list of these documents on the I-9)

Employers must submit form to the Michigan Treasury address on the form within 20 days of employment.

Fill out and provide to your supplier if your purchase is tax exempt for any of the reasons listed on the certificate. Please note that should Michigan Treasury Department audit your supplier and decide you are in error about your tax exempt status, the supplier will require you to pay the tax after the fact.

Federal law requires professionals who advise individuals on personal financial matters to inform their clients of their policies regarding the privacy of client information.

Our firm does not share client information with any persons outside our firm except as agreed by you or as permitted or required by law. When, on occasion, we must subcontract other CPAs to provide support services, they sign a confidentiality agreement and are bound by the same regulations as those in our firm. We do not disclose personal information to unaffiliated third parties with whom you have established a relationship, unless you give specific consent (eg: attorneys, other accountants, banks, mortgage lenders, health insurance providers). No information is sent out of our office without your prior knowledge and consent.

Consequently, if you want your tax information given to your ex-spouse's accountant, or you want to refinance your house, you will need to give us specific information as to whom will be approved to receive what information, and whether it is as an ongoing concern, or a onetime only event. If a third party calls without your contacting us first, they will not be given information, nor will we confirm that you are a client. Please provide your approval in writing (or e-mail), and in advance, whenever possible.

It is also our policy that no one may pick up tax returns unless their names appear on those returns. If you wish to have someone else pick up your tax return, you will need to call and confirm that the return be sealed and given to that courier. Unfortunately, this includes all family members whose names are not on the return (since we never know what legal proceedings might be underway). Parents may pick up minor-age family member's returns without minor's specific consent.

No Rendered Advice

The information contained within this website is provided for informational purposes only, and is not intended to substitute for obtaining tax, accounting, or financial advice from a CPA.

Internet readers are advised not to act upon any information presented here without consulting with a professional accountant like Brian E. Lindberg, cpa, pc. Presentation of this information, and receipt of same via the Internet, does not constitute an accountant-client relationship.

Accuracy Of Information

We do not warrant that any information contained in this website is complete, current, accurate, or error-free. We make an effort to keep this information up-to-date, but the accounting world is constantly changing. Obtain the most current information from a professional accountant.

Disclaimer Of Warranties And Limitations Of Liability

Brian E. Lindberg, cpa, pc provides this website on an "as is" basis. We disclaim all warranties and shall not be liable for any damages of any kind associated with the use of this website. Use at your own risk.

Third Party Websites

Our website may contain hyperlinks to websites and servers maintained by third parties. We do not assume any responsibility or liability for the content, products, or services of these other sites, or the third parties that operate them. Use at your own risk.

This chart is a combined “valuation guide” for donations to Goodwill, Salvation Army, Habitat for Humanity, etc. This combined chart of values is meant to be a general guide to give you a guesstimate as to what the market considers the value of your item. This is only a guide--you will need to make your own determination for each donation’s value according to your purchase price and it’s condition; your item(s) may be more valuable than the standard range for donations.

Please note, some of these prices have been in effect for 2-3 years. If you would like to check the most recent guides for the three most popular donation sites, the addresses are below.

Salvation Army:

satruck.org “Donation Value Guide”

Goodwill:

goodwill.org “Valuation Guide for Goodwill Donors”

amazinggoodwill.com “Donation Valuation Guide”

Habitat:

metrostores.org/habitat_for_humanity_donations_valuation_guide.pdf

Feel free to call if you need further assistance.