Info Center
Below you will find frequently requested forms and documents along with helpful tools for gathering your tax return information. You can upload your source documents, checklists and a tax intake sheet (required) through our File Transfer portal. To request a 2020 File Transfer, click here.
Business Tax
Personal Tax
- Tax Intake Sheet ***This form must be completed before we can start on your return**
- ACA Signature Sheet
- Good Will Deductions
- Salvation Army Deductions
- Records Retention Schedule
- List of Acceptable Rental Expenses and Write-offs
Tax Coupons
- MD – Personal Estimated Tax- PV
- MD – Corporate Declaration of Estimated Tax – 500D
- VA – Individual Estimated Tax Coupon
Tax Extensions
Template Agreements/Contracts/etc.
- Subcontractor Agreement
- Template rental agreement
- Vehicle Lease Template
- Articles of Dissolution
- Trade Name Application
- Articles of Amendment
New Employee Forms
- New Federal W-4 Form
- Federal W-9 Request for Taxpayer Identification Number and Certification
- Federal I-9 Employment Eligibility Verification
- MD Employee’s Withholding Exemption Cert. (MW507)
- MD – New Hire Registry Reporting Form
- PA – New Hire Reporting Form
- VA – New Hire Reporting Form
- VA-4 Employee’s Income Tax Withholding Exemption Certificate and Personal Exemption Worksheet
- WV – New Hire Reporting Form
- WV – Withholding Exemption Form