Useful Forms

palm tree Instead of going to each federal or state website to look up all of the different forms, we have compiled some of the more frequently used for your ease of access. We hope that this saves you some time so that you can get on with your day and enjoy the beautiful Florida sun.


Organizer – Tax Organizer for Personal and Dependent Information

Form 1040 – US Individual Tax Return

Form 9465 – Installment Agreement Request

Form 8822 – Change of Address

Schedule A (Form 1040) – Itemized Deductions

Form 2848 – Power of Attorney and Declaration of Representative


Form 941 – Employer’s Quarterly Federal Tax Return

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

Form W-4 – Employee’s Withholding Allowance Certificate

Form I-9 – Request for Taxpayer Identification Number and Certification