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Client Forms

Client Forms

We’ve compiled the following list of commonly used forms for you to save you time searching online. Simply click a link below to download the forms you need.

Employee Insurance Coverage Notices

  • Form 1 - For employers who offer a health plan to some or all employees.
  • Form 2 - For employers who do not offer a health plan.

Tax Guides


Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Leppert Group, LLC, we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an ...  

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Specializing in Service-Based Businesses

Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our experts have years of experience helping service-based businesses in a wide range of industries successfully manage their day-to-day “back-office” financial operations as well as creating strategic plans for long-term success.

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