Forms
Current Year Tax Preparation Material
Secure Forms for the 2022 Tax Year - Individuals
- Engagement Letter
- Client Yes/No Checklist
- Consent for Disclosure
- Consent for Use
- Direct Deposit Verification
- Joint Representation and Waiver of Conflicts (only for couples filing jointly)
Secure Forms for the 2022 Tax Year - Entities (corporations, partnerships, trusts, etc.)
Other
- Ohio Perjury Statement
- Documentation Rules for Charitable Contributions
- 2023-2022 Standard Mileage Rates
Commonly Requested Forms
- Form W-4 (Federal Withholding Allowances)
- Form W-9 (Request for Taxpayer ID Number)
- Form W-4V (Voluntary Withholding Request for Social Security)
- Form W-10 (Dependent Care Provider’s Identification and Certification)
- Form SS-4 (Application for Employer Identification Number)
- Form I-9 (Employment Eligibility Verification - PDF)
- Form I-9 (Employment Eligibility Verification - Online)
- Form IT-4 (Ohio Withholding Allowances)
Miscellaneous Forms
- What is an Enrolled Agent?
- Request for Tax Return Information
- S. Landau Services Authorization for Release of Confidential Tax Information (PDF)
- S. Landau Services Authorization for Release of Confidential Tax Information (Online)
- Washington State Authorization for Release of Confidential Tax Information