Leite and Surfer Tax and Bookkeeping Inc.

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Downloads
The documents below will assist us in meeting your tax and payroll needs quickly and accurately.  Please contact us to confirm which forms will be required for your particular situation.
 Leite and Surfer Tax and Bookkeeping Inc. ® 274 Warrenton Rd., Falmouth, VA 22405
USEFUL  IRS FORMS AND INFORMATION
LEITE AND SURFER TAX ASSISTANCE FORMS
PAYROLL AND INDEPENDENT CONTRACTOR FORMS


Release of Information
Worksheet to sign when 
individuals need us to send a copy to a  Third Party 
IRS 20 FACTOR TEST
W-2 vs 1099

    W-4    
VA W-4
W-9

VA FORM PAR101
Virginia Power of Attorney
FORM 8821
Tax Information Authorization
 allows anyone you designate to inspect and/or receive copies of your tax returns

FORM 2848
IRS Power of Attorney 


FORM  4506T
Request for Transcript of Tax Return
​No fee 
FORM  4506
Request for copy of Tax Return
Cost for each return $57.00

IncomeTax Return Checklist
Worksheet for required information on your individual tax return

Tax Worksheet
  Income and expenses
    for small businesses. 
I-9
VERIFICATION
Sample Employment Application

Rental Income
Worksheet
  Income and expenses
for Rental Property
Donated Goods
Valuation Guide
Non-Cash

Current  Year
Organizer
 Organizer to assist getting 
tax papers together for 
filing returns