Helpful forms and resources for our clients, linked directly to the IRS and other official sources so you always get the most current version. Please download and save forms to your computer prior to completing.
Please return completed forms to us using our secure document exchange. Click here to send a secure file to us anytime.
General Employment Forms
Form W-4 — Employee’s Withholding Certificate (2026)
Completed by employees so employers can withhold the correct federal income tax from pay. This link always provides the current IRS version.
Form I-9 — Employment Eligibility Verification (Edition 01/20/25)
Required for verifying the identity and employment authorization of every new hire. See also the Instructions for Form I-9 and the USCIS Form I-9 page for the latest edition and guidance.
Form W-9 — Request for Taxpayer Identification Number and Certification (Rev. March 2024)
Used to provide your taxpayer identification number to businesses that will report payments to you (for example, contractors receiving a 1099). This link always provides the current IRS version.
IRS Forms
IRS Forms and Instructions
Search, view and download any current IRS form, instruction booklet or publication.
Helpful Links
IRS — Make a Payment
Pay federal taxes online by bank account (Direct Pay), card, or payment plan.
IRS — Where’s My Refund?
Check the status of your federal income tax refund.
Texas Comptroller of Public Accounts
State taxes, franchise tax, and sales tax — including Webfile for filing and paying online.
Texas Secretary of State
Business entity filings, registrations, and records, including SOSDirect.
If you have questions about which form applies to your situation, please request an appointment or call our office at 325-625-2721.