Dear Clients,
We have received a number of requests for assistance completing the new W-4 form. While it is not necessary to update forms for all current employees, you may not use the old form for new employees or changes to withholding. Our colleague Carlos Carazo has put together a short video (found below) on how to complete the new W-4 form. If you still require assistance or would like to calculate necessary increased or reduced withholding for specific situations, please don’t hesitate to contact our dedicated tax team members.

Best regards,

Pete Wesch, EA
Principal