Resources
Forms &
Documents
Helpful checklist of items to bring with you to your tax preparation appointment.
2020 EMPLOYEE WITHHOLDING CERTIFICATE
To be filled out and given to employer to change the Federal tax withholding in your paycheck.
If you have any questions or need advice on what to claim, please call us.
VOLUNTARY WITHHOLDING REQUEST:
If you would like Social Security to withhold federal taxes each month, complete this form and mail or deliver to your local SSA office.
ARE YOU IN NEED OF AN IDENTITY PIN? IF SO YOU CAN REQUEST ONE HERE.
DID YOU RECEIVE YOUR IP PIN IN THE MAIL AND LOOSE IT? NEVER RECEIVE IT? YOU CAN RETRIEVE IT HERE.
OWE THE IRS MORE THAN YOU CAN PAY? SEE IF YOU QUALIFY FOR AN OFFER IN COMPROMISE.
TRANSCRIPTS: IF YOU NEED TO FILE A PREVIOUS YEAR RETURN AND YOU CAN'T FIND THAT W-2 OR OTHER DOCUMENTS, HERE YOU CAN REQUEST A COMPLETE LIST OF EVERYTHING THAT WAS RETORTED TO THE IRS FOR THAT YEAR.
