Forms, Documents & Links | Lipsey & Associates

Need help paying State & Federal Estimates and Extension Tax?

Client Forms

Consent Forms

1040 Tax Checklist

Government Forms

Form W-4

Download from irs.gov

Form W-9

Download from irs.gov

Form I-9

Download from uscis.gov

Employee Insurance

Form 1

For employers who offer a health plan to some or all employees.

Download from dol.gov

Form 2

For employers who do not offer a health plan.

Download from dol.gov

Tax Guides

2023 Tax Guide

2022 Tax Guide

2021 Tax Guide

2020 Tax Guide

2019 Tax Guide

2018 Tax Guide

Government Sites

Internal Revenue Service

Go to irs.gov

Small Business Administration

Go to sba.gov

Extensions & Estimated Tax

California

Washington, D.C.

Illinois

IRS

Maryland

North Carolina

New York

Pennsylvania

Virginia Business PTET

Virginia

Quick Links

Refund Tracker

Use our refund tracker to quickly check the status of your refund.

State Department Sites

Get more state-specific tax information straight from your state government's website.

Where's My Amended Return?

Go to irs.gov