Resource Links

Resource Links along with their direct PDP web addresses for easy access:

Tax Appointment Checklist

Form W-9, Request for Taxpayers Identification Number

Form 843, Claim for Refund and Request for Abatement. Form used for certain taxes, penalties, additions to tax interest and fees.

Form 2553, Election by Small Business to become an S Corporation

Form 656, Offer in Compromise: Settles your tax liabilities for less than the full amount that you owe.

Form 4506-T – Request for Transcript of Tax Return

Form 2848 – Power of Attorney and Declaration of Representative

Form 12203 – Request for Appeals Review

Form 8857 – Request for Innocent Spouse Relief

Form 1040-ES – Estimated Tax for Individuals

Form 9423 – Collection Appeals Request

Form 1040-V – Payment Voucher

Form 1040 – U.S. Individual Income Tax Return

Form 1040-X – Amended U.S. Individual Income Tax Return

Form 1040-SR – U.S. Tax Return for Seniors

Schedule 1 (Form 1040) – Additional Income and Adjustments to Income

Schedule 2 (Form 1040) – Additional Taxes

Schedule A (Form 1040) – Itemized Deductions

Schedule 3 (Form 1040) – Additional Credits and Payments

Schedule B (Form 1040) – Interest and Ordinary Dividends

Schedule C (Form 1040) – Profit or Loss from Business (Sole Proprietorship)

Schedule E (Form 1040) – Supplemental Income and Loss

Schedule D (Form 1040) – Capital Gains and Losses

Schedule F (Form 1040) – Profit or Loss from Farming

Schedule H (Form 1040) – Household Employment Taxes

Schedule R (Form 1040) – Credit for the Elderly or Disabled

Schedule J (Form 1040) – Income Averaging for Farmers and Fishermen

Schedule SE (Form 1040) – Self-Employment Tax

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