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IRS Forms, Resources and Tools

Explore these quick resources to help make the most of our time together.

Knowledge Base

Click each section to expand each category and explore tools, forms, and official IRS resources.

Informational

Online IRS Account (& Other Tools)
1099 Filing Requirements
1099-MISC vs. 1099-NEC
Affordable Care Act Tax Info
Standard Mileage Rates
Tax Fraud Alerts
Required Minimum Distribution

Commonly Used IRS Forms

W-9 Contract Labor IRS Form
W-4 Form (Employee’s Withholding)
Estimated Tax IRS Form 1040-ES
Resale & Exemption Certificate Info (Varies by State)
Power Of Attorney IRS Form 2848
W-7 Application for Taxpayer Identification Number

Payments & Refunds

Make a Payment to the IRS (Direct Pay)
Apply Online for a Payment Plan
Track Your IRS Refund
Check Estimated Tax Due Dates
Estimated Tax IRS Form 1040-ES

Legal & Compliance

Power Of Attorney IRS Form 2848
Employment Verification USCIS 19

Small Business Resources

Apply for an EIN (Free via IRS)
IRS Small Business Tax Center
Business Expense Categories (IRS Guide)
W-9 Contract Labor IRS Form
Employment Verification USCIS 19

IRS Notice Received – What Does it Mean?

IRS Notice Search – what does the notice I received mean?
Understanding Your CP30 Notice – penalty charged for untimely or failed estimated tax payments
Understanding your CP240 notice – amounted owed due to tax return and 3rd party variances

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