Info Center
Below you will find frequently requested forms and documents along with helpful tools for gathering your tax return information. These tools are for your convenience, please feel free to contact our office if you have any questions regarding these links or any other information you might need.
Tax Planning
Business
Tax Coupons
- MD – Pers. Dec. of Estimated Income Tax 502D
- MD – Corporate Declaration of Estimated Tax – 500D
- VA – Individual Estimated Tax Coupon
Tax Extensions
- 2018 Federal App. for Automatic Ext. of Time to File (Individual)
- MD – 2017 Extension Individual (Form 502E)
- VA – 760IP-2017
- PA – REV-276 2017 Application for Extension of Time to File
- WV – 2017 Schedule L IT-140
- DC – FR-127 2017 Extension of Time to File
Personal Tax
- 2018 General Questions
- 2018 Tax Organizer – Short
- 2018 Tax Organizer – Long Individual
- ACA Signature Sheet
- Good Will Deductions
- Salvation Army Deductions
- Records Retention Schedule
- List of Acceptable Rental Expenses and Write-offs
*The forms above are for your convenience, they are not required; but will help you gather your data. If you are using one of the organizers; please choose either the long or short, you do not need to fill out both. *
New Employee Forms
- New Federal W-4 Form
- Federal W-9 Request for Taxpayer Identification Number and Certification
- Federal I-9 Employment Eligibility Verification
- Federal Instructions to Form I-9
- 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 Exempt. Form IT-140 (Sched. L)
Template Agreements/Contracts/etc.
- Subcontractor Agreement
- Template rental agreement
- Vehicle Lease Template
- Articles of Dissolution
- Trade Name Application
- Articles of Amendment