814 Atlas Ave
Madison, WI 53714






Thank you for visiting the Forms page. Please click on the name of the form, form number, or publication that you need. If you have any questions regarding any documents, please contact us.


Link to State of Wisconsin Tax Forms

Link to Federal IRS Tax Forms


Mennenga Tax Forms   Brochures
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Individual Organizer       Charitable Donations
Rental Property Organizer   EIC - Be Prepared
Self-Employed Organizer   Gambling
Farm Organizer      

Records Retention

Form to Request Copies   ACA Questionnaire
Change of Address Notification   Lottery Tax Credit
New Financial Client Questionnaire    
Business & Payroll Forms       Specific Occupational Deduction Organizers
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Forms/Links to set up Business   Business Professionals
WI Dept of Financial Institutions - Create and LLC   Business Auto Deductions
    Vehicle, Travel & Entertainment Expense
Federal Employer Identification Number (EIN) - Online Application   Educator Deductions
Federal EIN - Form SS-4   Rental Income and Expenses
    Day Care Provider
WI Dept of Revenue - Business Tax Registration - Online Application   Realtor Deductions
    Hair Stylist/Manicurist Deductions
WI Sales Tax Form - ST-12   Airline Personnel
    Firefighter Deductions
Forms for Employees   Law Enforcement Deductions
W-4 (Federal Withholding Allowance Certificate)   Long Haul Trucker/Overnight Driver
WT-4 (Wisconsin Withholding Allowance Certificate)    
I-9 (Employment Eligibility Verification)    
Circular E (Pub 15)    
Wisconsin's Employer Withholding Tax Guide (Pub W-166)    
Forms for Subcontractors   W-2 and 1099 Forms
W-9 (Request for Taxpayer Identification Number)   back to top
IRS Payroll Forms   What is needed? Look at the Checklist!
IRS - Form 941 - Quarterly   1099 INFO
IRS - Form 944 - Annual   W-2 INFO
IRS - Form 940 - Annual    
IRS - Form 943 - Annual Farm    
Wisconsin Payroll Forms    
WI - WT-6 withholding - Monthly/Qtrly    
WI - WT-7 withholding - Annual Reconciliation    
WI UI - Form UC 101 - Quarterly    
WI UI - Form UC 7823 - Quarterly .................  


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Check the background of this financial professional on FINRA's BrokerCheck