Tax Forms

Looking for a federal tax form? These forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from commonly requested tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.

Form W-4 • Employee's Withholding Allowance Certificate
Form W-9 • Request for Taxpayer Identification Number and Certification
Form I-9 • Form and Instructions for Employment Eligibility Verification
Pub 15 • Circular E, Employer's Tax Guide
Pub 17 • Your Federal Income Tax (For Individuals)
Pub 463 • Travel, Entertainment, Gift and Car Expenses
Pub 502 • Medical and Dental Expenses
Pub 503 • Child and Dependent Care
Pub 521 • Moving Expenses
Pub 526 • Charitable Contributions
Pub 529 • Miscellaneous Expenses
Pub 535 • Business Expenses
Pub 970 • Tax Benefits for Education

 

Client Tax Organizer

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A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients to gather all of the information needed. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.