Handy Forms For You
Occasionally, I get ambitious and put forms on the site that seem to be used frequently. Some of the forms are in MS Word and some are in Adobe .pdf format.
If you don't have Adobe's Acrobat Reader installed, you can visit Adobe and download it free. If you'd rather receive the form via fax or regular mail, just let me know. I'm happy to send it to you any way that you prefer.
Frequently Used Forms
- Estate Planning Questionnaire (Word .doc)
- Year-End Corporate Checklist (Word .doc)
- Master Business License Application (.pdf)
- IRS Form SS-4 (Use this to obtain a tax i.d. number) (.pdf)
- IRS Form 2553 (Use this to make a Subchapter S election) (.pdf)
- IRS Form SS-4 (Use this to report a 1031 exchange) (.pdf)
Have an idea for a form?
If you can think of another form that might be helpful for you or someone you know, please tell me.