Forms for Individuals & Corporations

• ​Health Care Law Information
• FBAR and Foreign Financial Asset Reporting (File FBAR)
• ITIN Application (Form W7) (IRS Appointment Desk)
• Medicare Tax Refund Form
• Social Security Tax Refund Form
• Franchise Tax Board

Statement of Information or Annual Reports

• California
• Delaware  (Delaware Corporate Income Tax)
• New Jersey​​
• BEA-12 Survey 
• CA PTE Election
• NY PTE Election

• Employee Affidavit
• Federal Tax Withholding
• Employment Eligibility Verification

Statement of Information - ​California
LLC Biz FIle (online)

email penaltywaivers@sos.ca.gov or File Online

IRS Penalty Abatement Coordinator
Ogden Service Center, Ogden, UT 84401

FTB Form 2917

• IRS Direct Pay
• FTB e-Pay
• IRS exchange rate
• US National Debt

W8-BEN​ (See video)

W8-BEN-E (See video)

W7-ITIN (See video)