Useful Forms

Here is a sampling of tax forms that you may need. Click here for a full listing of IRS forms.

Income Tax Withholding Forms

W-4 (Federal Tax Withholding Form)

I-9 (NYS Income Tax Withholding Form)

W-4V (Social Security Withholding Change Form)

W-4P (New York State and Local Retirement System Tax Withholding Form)

Tax ID Request Form

W-9 (For when your business is paying a sole proprietor)

Other Forms

Income Tax Data - Organizer - If I have prepared your taxes before, I will send to you an organizer so that you know what forms and information you will need. This template is useful for new clients to take a look through and will help get an idea of the information that will be needed.