Forms and Resources

As a new client, the following forms may be helpful:

Clients who filed a return with us last year can request...
(Be sure to include your name when making this request!)

• a Personalized Tax Preparation Checklist.

Government Links:

Internal Revenue Service

    • Tax forms and Publications as well as tax tips and lots of
       great information. You can also now check on your refund, and pay your taxes online. Just selcct the tab for "Where's my Refund" or "Payments".
       http://www.irs.gov

Social Security Administration

    • Learn how the Social Security Administration can help with your
       retirement, medicare, disability, survivorship and other
       benefit questions.
       http://www.socialsecurity.gov

Business Forms

    • W-9 Use this form for contracted service providers that you pay
       more than $600 per year.
       http://www.irs.gov/pub/irs-pdf/fw9.pdf?portlet=3

New Employee Forms

• W-4 Use this form to determine your federal income tax withholding.
http://www.irs.gov/pub/irs-pdf/fw4.pdf?portlet=3

    • I-9 All employees must complete this form at the time of hire for the
       Immigration and Naturalization Service.
       http://www.uscis.gov/files/form/i-9.pdf