Tools & Forms
U.S. Tax Form 56 and Fiduciary Relationship Concerns: Does This Matter Concern You?
A tax form with just two numbers? Not a cause for concern. U.S. Tax Form 56, also known as Notice Concerning Fiduciary Relationship, is a…
Instructions for IRS Form 5472: Forms that Accompany the Information Return of a Foreign-Owned U.S. Corporation
The Oscar for longest tax form name goes to ... If you are a foreign-owned U.S. corporation, it is important to understand the reporting requirements…
Completing IRS Form 433D for Your Direct Debit Installment Agreement
A form for direct debit. Does the IRS have a form for taking Apple Pay? If you are a self-employed individual or a business owner…
What Is Form 2210? The Underpayment Penalty And Who Must File It
They're not called "Guessimated" Tax Payments for a reason. Check your tax math! If you find yourself owing taxes when you file your tax returns,…
The 1040 Is Already Easy: Why There Is No 1040 EZ for 2023
EZ come, EZ go. Filing income taxes can be a daunting task, but luckily, the IRS provides various tax forms to cater to different taxpayer…
How IRS Affidavit Form 14039 Can Protect You From Identity Theft
I mean, I wish my tax refund were big enough that I could be a target of tax refund theft. IRS Identity Theft Affidavit Form…
How Do I E-File? Electronically Submit Tax Returns, 1099s and More
Even the IRS prefers e-filing, and they love paperwork! How to E-File Your Tax Returns E-filing (or electronic filing) is a convenient and efficient way…
Making Allowances for Dependents: How Do I Claim a Dependent on My Form W-4 for Tax Year 2023?
Very Important: The allowance on W-4 is not like an allowance from your parents. Accurately claiming dependents on your W-4 form is crucial for ensuring…
