|
Downloadable forms
In our continued efforts to serve you our clients and visitors, we have made
available certain information and forms to be used by you in assembling
information for our use and for meeting your compliance requirements. If
you have any questions about how to use any of these forms, please feel free to
give us a call.
To select a desired form, navigate through the alphabetical list below sorted by
subject mater for your desired form.
ACCOUNTING FAX
AUTHORIZATION Fax
Authorization Form
Due to the new Federal Communications Commission (FCC) regulation that created
the National Do-Not-Call Registry we are required to have written authorization
on file in order for us to fax information to you our clients, prospects, and
vendors. Because of it's very broad definition of an "unsolicited
advertisement", we require all our clients, prospects, and vendors to
execute this form and fax it to us before we can communicate directly with you. INDEPENDENT
CONTRACTOR'S
IRS Form W-9, Request for Taxpayer Identification Number and Certification
This form is used to obtain the Federal Tax Identification Numbers of your
vendors. This form should be completed by all your vendors whether or not
you are required to send the a form 1099. This form can be filled in on
your screen and printed. Make sure you complete the Requester's Name box
so that we know which client this completed form belongs to.
W-9 Instructions
Spanish Version,
IRS Form W-9 SP,
W-9 SP Instructions
Cover
Letter for IRS Form W-9, Request for Taxpayer Identification Number and
Certification
We have provided a cover letter you can place on your company letterhead and
change appropriately for sending your IRS form W-9 to your vendors. IRS
FORMS AND PUBLICATIONS
OFFERS
IN COMPROMISE
IRS Form 433-A, Collection Information Statement for Individuals
This form must be completed for any individual, joint, or self-employed
taxpayer desiring to submit an Offer In Compromise to the IRS. This form
can be filled in on your screen and printed. Please sign the form and
compile all supporting information as requested on the form prior to sending
this to our office.
IRS Form 433-B, Collection Information Statement for Business
This form must be completed for any Business desiring to submit an Offer In
Compromise to the IRS. This form can be filled in on your screen and
printed. Please sign the form and compile all supporting information as
requested on the form prior to sending this to our office.
PAYROLL
IRS Form W-4, Employee's Withholding Allowance Certificate (2007)
This form is required to be completed by each employee and tell the employer
what filing status and number of exemptions to use in calculating payroll tax
withholdings.
IRS Circular E, Employer's
Tax Guide (2007)
This document is prepared by the IRS and has the current Wage Withholding and
Advance Earned Income Credit Payment Tables.
U.S. Department of Justice, Immigration and Naturalization Service, Form I-9,
Employment Eligibility Verification
This form must be completed for each employee. Failure to obtain this form
could result in significant penalties being assessed against your business. SOFTWARE
Adobe
Acrobat Reader
This is a free download in order to read .pdf files.
TAXATION
Personal
Tax Return Preparation Checklist
Please download this form and use it as a checklist for required information
needed by us in order to complete an accurate personal tax return for you.
If you have any questions, please contact our office.
|
