Helpful Links

The links below provide a fast method for accessing online assistance and relevant tax forms.  Many of the forms require Adobe Acrobat Reader, which is available to you free.  If you don’t have it click here.

FEDERAL ·  NEW JERSEY  ·  PENNSYLVANIA  ·  CITY OF PHILADELPHIA

FEDERAL
Where is My Refund?
Internal Revenue Service
Online Payment Agreement (OPA) Application
IRS Position: Employee or Independent Contractor
W-4 Form (Employee Withholding Allowance Certificate)
W-9 Form (Request for Taxpayer ID Number)
I-9 Form (Employment Eligibility Verification)
SS-4 Form (Application for Employer ID Number)
2848 Form (Power of Attorney)
4868 Form (Individual Application for Federal Extension)
8822 Form (Change of Address)

 

NEW JERSEY
New Jersey Division of Revenue
M-5008-R Form       New Jersey Appointment of Taxpayer Representative (Power of Attorney)

 

PENNSYLVANIA
Pennsylvania Department of Revenue
Pennsylvania Department of Labor and Industry
ETIDES Home Page
ETIDES Registration Requirements
ETIDES Log in and/or register
REV-276 Form (Application for Extension – PA Individual Tax Return)
REV-677 Form Pennsylvania Power of Attorney
REV- 1220 Pennsylvania Exempt Certificate
REV- 72 Application for Sales Tax Exemption
CITY OF PHILADELPHIA
City of Philadelphia Department of Revenue

 

Social Security Administrator
 SSA Home Page
SSA Benefits Calculators

 

Client Forms / Documents
Schedule D-1 (for clients) (requires MS Excel)
This Excel form is to be utilized to track and record your securities sales/gains/losses.  It may be used during the year to track your stock sales or to track purchases of stock that weren’t sold yet.  You can email this to us when complete or print it and send it in with your tax organizer at tax time.

3rd Party Authorization Form

Individual Engagement Letter

Individual Electing to Opt Out of E-filing Federal Return