Documents

The documents listed below are available to you and will assist us in meeting your tax and payroll needs accurately and efficiently.
You may want to contact us to confirm which forms will be required for your particular needs.

LEITE & SURFER TAX - BOOKKEEPING
TAX ASSISTANCE FORMS

Release of Information

Worksheet to sign when individuals need us to send a copy to a Third Party

IncomeTax Return Checklist

Worksheet for required information on your individual tax return

Donated Goods
Valuation Guide
Non-Cash

Record
Retention
Requirements

Sample Employment Application

Tax Worksheet

Income and expenses for small businesses.

Real Estate Agent Tax Worksheet

Income and expenses for small businesses.

Rental Income Worksheet

Income and expenses for Rental Property

Current Year Organizer

Organizer to assist getting tax papers together for filing returns

PAYROLL AND INDEPENDENT CONTRACTOR FORMS

IRS 20 FACTOR TEST

W-2 vs 1099

W-4 (2019)

W-4 (2020)

VA W-4

W-9

I-9
VERIFICATION

USEFUL IRS FORMS AND INFORMATION

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