Forms, Documents & Links | Ocker & Associates, PC

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Client Documents

Estimated Payment Handout

2024 Tax Calendar

2023 Year-End Business Data Sheet

2023 Tax Return Questionnaire & Checklist

Payroll Documents

New Hire Packet

Government Forms

Form W-4

Download from irs.gov

Form W-9

Download from irs.gov

Form I-9

Download from uscis.gov

PA 1099 Misc Withholding Exemption Form

Form 1099-Misc

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

2024 Tax Guide

2023 Tax Guide

2022 Tax Guide

Federal and PA Resources

Internal Revenue Service

Go to irs.gov

Small Business Administration

Go to sba.gov

Social Security Online

Pennsylvania Department of Revenue

Exempt Organization Select Check

Amended Return Status Check

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.