Phone: 307-632-0841 |  Fax: 307-637-4737
4104 Laramie St., Cheyenne, WY 82001

Forms and Resources

Forms

Form 1099 - Misc. Filing Requirements

Form 2553 (Election by a Small Business Corporation)

Form 2553 (Instructions for 2553)

Form 2848 (Power of Attorney and Declaration of Representative )

Form 2848 (Instructions for 2848)

Form 4506 (Request for Copy of Tax Return)

Form 4506-T (Request for Transcript of Tax Return)

Form 4868 (Application for Automatic Extension of Time To File U.S. Individual Income Tax Return)

Form 7004 (Application for Automatic 6-Month Extension of Time To File Certain Business Income Information, and Other Returns)

Form 8332, Release of Claim to Exemption for Child by Custodial Parent (Note: must be completed and signed by the custodial parent in order for the Non-custodial parent to claim the child, regardless of what the divorce decree says.)

Form 8867, Earned Income Credit Checklist

Form 9465 (Installment Agreement Request)

Form I-9 (Employment Eligibility Verification with instructions)

Form SS-4 (Application for Employer Identification Number)

Form SS-4 (Instructions for SS-4)

Form W-11 (Hiring Incentives to Restore Employment (HIRE) Act Employee Affidavit)

Form W-4 (2012 Employee’s Withholding Allowance Certificate)

Form W-9 (Request for Tax Payer ID Number and Certification)


Resources

2017 tax interview checklist for NEW clients with attachments

2017 tax interview checklist for RETURNING clients with attachments

1040 Engagement Letter

1065 Income Tax Return Annual Engagement Letter

2017 Year End 1099-Misc Engagement Letter

1120 Income Tax Return Annual Engagement Letter

1120S Income Tax Return Annual Engagement Letter

1099 misc filing fact sheet

Need to Make a Payment IRS fact Sheet

Income Tax Organizer (2016) (New Client)

Income Tax Deduction Finder (2015)

Service Price Schedule (2016)

Tax Accountant Checklist (2015)

ACA Health insurance marketplace fact sheet

ACA How the ACA affects you fact sheet

ACA Fact Sheet for Small Business

ACA Overview and Implications fact sheet

Accountable Plan

Achieving a Better Life Experience

2013 Alternative Minimum Tax FAQs

AMT Fact Sheet (2014)

Back from the dead again

Bus record keeping fact sheet

Business losses fact sheet

Business Travel Fact Sheet

C Corporation Tax Organizer (2015)

Cancellation of Debt Fact Sheet (2014)

Charitable Contribution Finder

Clean Sweep Letter

Clergy Income and Expenses

Construction Income and Expenses

Consultant Income and Expenses

Crowdfunding

Day Care Income and Expense Worksheet

Disclosure Consent (Taxpayer Consent To Disclosure of Tax Return Information)

Divorce fact sheet

Do you owe the IRS?

Energy Credit fact sheet

Entity choice fact sheet

Expiring Provisions Going, Going Gone Fact Sheet (2013)

Facts and Consequences (2014)

Farm Income and Expense Worksheet (2016)

Farm Worksheet

Foreign Asset Reporting Worksheet (2016)

401(k) withdrawals

Health care reform fact sheet (2014)

Health Care Reform Timetable (2013)

Health Insurance Information Checklist (2015)

Health Insurance Market Fact Sheet (2014)

Health Savings Account Basics (2013)

Hiring Child Fact Sheet (2013)

Home Office Basics (2014)

House Cleaning Income and expenses

Household Employee Kit

Household Employer Fact Sheet (2013)

Household Inventory Daycare

Identity Theft

Independent contractor vs. employee

Individual Taxpayer Organizer - Rental Property (2015)

Individual Taxpayer Organizer - Sole Proprietorship (2015)

Inherited IRA Fact Sheet (2014)

Investment in Real Property for daycare-home office-rental property

Landscaper Income and expenses

LLC Tax Organizer (2015)

Massage Income and expenses

Medical expense checklist

Multilevel Sales income and expenses

New Business Guide - 2016

New Corporation Letter

New Employer Kit

New LLC Guide

Obamacare and You (2014)

Online Sales Income and expenses

Partnership Tax Organizer (2015)

Paying Your Taxes Online (2015)

Premium Tax Credit

Real Estate Income and expenses

Record retention fact sheet

Recordkeeping for business mileage FAQs (2013)

Recordkeeping for Casual Gamblers

Rental Income & Expense Worksheet

Rental Property Tax Guide (2013)

Required Minimum Distributions Fact Sheet

Roth Conversions FAQs (2013)

S Corporation Tax Organizer (2015)

SBA ACA Fact Sheet Strengthening Health Care for Small Businesses

SBA ACA Fact Sheet Myth vs Fact

Sch C year-end checklist

Sessions Approach Gambling Log

Small Business Year-End Letter (2016)

Smartphone Apps for Tax Recordkeeping

Sticker Shock fact sheet (2014)

Stock basis record

Tax Benefits of Having Children (2013)

Tax consequences of getting married

Tax Deduction Finder (2016)

Tax Essentials Letter (2016)

Tax Scams FAQ

Tax Time Basics (2016)

Temporary Job Fact Sheet

Tip Tracking

Trucker Income and expenses

Volunteer Expense Record Trifold[1]

Year End Compiler

Year-end Corporation Letter (2016)

Yearend corp checklist fact sheet

Year-end 1040 checklist

Year-End Tax Letter (2016)

Year-end Tax Saving Tips (2013)

Year Round Tax Saving Tips

MER Tax Accounting & Consulting
Phone: 307-632-0841 | Fax: 307-637-4737
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