Resources - Taxsmiths

Resources and Forms

We want to do everything we can to help you and your business succeed! Here are a few resources that we think will help you get the most out of your time and effort.

Internal Revenue Service (IRS)

You can find the most current on tax information along with forms and instructions for the current tax year.

Social Security Administration

Find information regarding your Social Security benefits.

Child Tax Credit Update

Important changes to the Child Tax Credit helped many families get advance payments of the Child Tax Credit starting in the summer of 2021.

Form W-2

Wage and Tax Statement. Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.

Current W-4 Form

Employee’s Withholding Allowance Certificate

Form W-7

Application for IRS Individual Taxpayer Identification Number. Get or renew an individual taxpayer identification number (ITIN) for federal tax purposes if you are not eligible for a social security number.

Form W-9

Request for Taxpayer Identification Number and Certification

Form 1040

US Individual Income Tax Return Annual income tax return filed by citizens or residents of the United States.

Form 1040-ES

Estimated Tax for Individuals

Form 1040x

Make certain elections after the prescribed deadline and change amounts previously adjusted by the IRS.

Form 4506-T

Request for Transcript of Tax Return Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.

Form 8822

Change of Address (For Business)

Professional Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.