(704) 841-9800
info@bbwpllc.com
Blair, Bohlé & Whitsitt, PLLC
10815 Sikes Place
Suite 100
Charlotte, NC 28277
  • Who We Are
    Who We Are Our Story Our Team Careers Contact Us
  • What We Do
    What We Do Tax & Advisory Services Assurance Services
  • Who We Help
    Who We Help Middle Market Business Small Business Nonprofits Government Individuals Family Offices Estates & Trusts Employee Benefit Plans
  • Resources
    Resources Forms & Links News Deadlines Prospective Clients Speaking Engagements Request a Proposal
  • Pay Bill
  • Web Portal Login

Forms & Links


Forms and Publications for Download

Click the links below to download copies of frequently requested documents:

Our Forms

  • Client Change of Address (PDF)
  • Individual Tax Organizer (Printable Copy) (PDF)
  • Consent to Disclose Tax Return Information (PDF)
  • Web Portal User Guide (PDF)
  • Current Peer Review Report for Blair, Bohlé & Whitsitt (PDF)

Government and Regulatory Links

  • Internal Revenue Service
    • Federal Tax Forms and Publications
    • Record Retention Recommendations
    • Identity Theft Information and Assistance
    • IRS Direct Pay (Online Payment System)
    • Check Refund Status
    • IRS Phone Directory
  • State Taxes - Department of Revenue Directory
  • U.S Department of Labor
  • U.S. Department of Commerce
  • U.S. Small Business Administration
  • U.S. Securities and Exchange Commission
  • U.S. Social Security Administration
  • Federal Trade Commission Consumer Information Center

Professional Memberships and Associations

  • American Institute of Certified Public Accountants (AICPA)
  • North Carolina Association of Certified Public Accountants (NCACPA)
  • South Carolina Association of Cerfitied Public Accountants (SCACPA)
  • North Carolina State Board of Certified Public Accountant Examiners
  • Financial Accounting Standards Board (FASB)
  • Governmental Accounting Standards Board (GASB)

Educational Links

  • Journal of Accountancy
  • The Tax Adviser
  • AccountingWEB
  • Accounting Today
Resources Forms & Links News Deadlines Prospective Clients Speaking Engagements Request a Proposal

News and Event Invitations

Join our email list to stay up-to-date on BB&W’s latest news and information that may impact your situation.
Thanks for signing up!
Home Who We Are Who We Help What We Do Resources
Contact Us Request a Proposal Careers News Terms of Use Privacy Policy
Blair, Bohlé & Whitsitt, PLLC
10815 Sikes Place
Suite 100
Charlotte, NC 28277
Get Directions
(704) 841-9800 Email us
Follow us on facebook Follow us on twitter Follow us on Linkedin

A certified public accounting firm registered with the NC State Board of CPA Examiners, certificate #24819.

Copyright © 2019.
Blair, Bohle & Whitsitt PLLC.
All rights reserved.