Resources / Forms & Publications

Forms & Publications.

Linked to IRS.gov

The forms and publications clients ask for most, each linking to the current version on IRS.gov.

Individual

Form 1040: Individual Income Tax Return↗Form W-4: Employee's Withholding Certificate↗Form 4868: Application for Extension↗Schedule A: Itemized Deductions↗Schedule C: Profit or Loss From Business↗

Business

Form W-9: Request for Taxpayer ID↗Form 1099-NEC: Nonemployee Compensation↗Form 941: Employer's Quarterly Return↗Form 1120-S: S-Corporation Return↗Form 1065: Partnership Return↗Form SS-4: Application for an EIN↗

Publications

Pub 17: Your Federal Income Tax↗Pub 505: Tax Withholding & Estimated Tax↗Pub 463: Travel, Gift & Car Expenses↗All Forms & Instructions↗

Please note

Links open the official IRS pages, which always carry the current-year version. If a form you need isn’t listed here, the "All Forms & Instructions" link covers the full catalog, or just ask us.