Helpful Forms, Documents and Links

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Business

Form W-9 ~ Request for Taxpayer Identification Number and Certification

Sole Proprietor P&L ~ Template to summarize Schedule C business activity (Coming Soon!)

SBA ~ Small Business Administration website

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Personal

Tax Payer Advocate Service - an independent organization within the IRS whose advocates can help if you have tax problems that you can’t resolve on your own.

IRS Forms and Instructions

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New Employees

Form W-4 - Employee’s Withholding Certificate

Form I-9 ~ Employment Eligibility Verification

New Hire Report ~ Dept. Social and Human Services

Direct Deposit Form