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Form Preparation

Another tax season is here! I suggest making an appointment as soon as possible after you have received all necessary paperwork.

Download Tax Forms

Individuals

  • Form 1040 >> US Individual Income Tax Return
    Annual income tax return filed by citizens or residents of the United States.
  • Form W-9 >> Request for Taxpayer Identification Number (TIN) and Certification
    Used to request a taxpayer identification number (TIN) for reporting on an information return the amount paid.
  • Form W-4 >> Employee’s Withholding Allowance Certificate
    Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.
  • Form 9465 >> Installment Agreement Request
    Use this form to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice we sent you).
  • Form W-7 >> Application for IRS Individual Taxpayer Identification Number
    Get or renew an individual taxpayer identification number (ITIN) for federal tax purposes if you are not eligible for a social security number.
  • Form 4506-T >> Request for Transcript of Tax Return
    Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.
  • Form 8822 >> Change of Address
    For Individual, Gift, Estate, or Generation-Skipping Transfer Tax Returns
  • Form 1040-EZ >> Income Tax Return for Single and Joint Filers With No Dependents
    Income tax return filed by certain citizens or residents of the United States.
  • Form 1040-ES >> Estimated Tax for Individuals
    Use Form 1040-ES to figure and pay your estimated tax.
  • Publication 17 >> Your Federal Income Tax
    Explains the general rules for filing a federal income tax return.

Businesses

  • Form 941 >> Employer’s Quarterly Federal Tax Return
    Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of social security or Medicare tax.
  • Form W-4 >> Employee’s Withholding Allowance Certificate
    Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.
  • Form W-2 >> Wage and Tax Statement
    Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.
  • Form SS-4 >> Application for Employer Identification Number (EIN)
    Use this form to apply for an employer identification number (EIN).
  • Form 1099-MISC >> Miscellaneous Income
    File this form for each person to whom you have paid various income during the year.
  • Schedule B (Form 941) >> Report of Tax Liability for Semiweekly Schedule Depositors
    Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of social security or Medicare tax.
  • Form 1023 >> Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code
    Organizations file this form to apply for recognition of exemption from federal income tax under section 501(c)(3).
  • Form 940 >> Employer’s Annual Federal Unemployment (FUTA) Tax Return
    Use this form to report your annual Federal Unemployment Tax Act (FUTA) tax.
  • Publication 15 >> Circular E, Employer’s Tax Guide
    This publication explains your tax responsibilities as an employer.

Contact our team and we will help you with your Form Preparation

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