Forms, Documents & Links | Serra & Associates LLC

Stay updated on all areas of tax filings and business processes affected by COVID-19

Client Forms

Employee Information Sheet

2021 Checklist

2021 Engagement Letter

Government Forms

Form W-4

Download from irs.gov

Form CT-W4

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

2022 Tax Guide

2021 Tax Guide

2020 Tax Guide

2019 Tax Guide

2018 Tax Guide

2017 Tax Guide

Government Websites

Internal Revenue Service

Small Business Administration

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.