Useful Forms

Striving to provide for your financial well-being 

Here you will find a list of useful IRS forms and accounting links for businesses and individuals alike. Many of these forms are useful for small business accounting and Oregon income taxes. We are here to help small businesses with their accounting needs. If you would like to see additional forms here, please click here and tell us what you’d like. We will accommodate you and update accordingly.

General
Cancellation of Debt
Tax Guide for Estate & Gift Tax

Basic Forms
Form W-4: Personal Allowance Worksheet
Form W-9: Request for Taxpayer ID
Form SS-4: Application for Employer ID

Help for our Friends Abroad (Expats and NonResidents)
Foreign Earned Income
Tax Guide for Expats
Form 2555: Foreign Earned Income Exclusion
Form 1116
Foreign Tax Credit
Foreign Tax Credit for Individuals
Form 90-22.1 (FBAR)
Form 1040NR: Nonresident Aliens