Tax Center
Forms
Form 1040
US Individual Income Tax Return
Annual income tax return filed by citizens or residents of the United States.
Form W-4
Employee’s Withholding Certificate
Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.
Form 1040-ES
Estimated Tax for Individuals
Form 1040-ES is used by persons with income not subject to tax withholding to figure and pay estimated tax.
Form W9
Request for TaxPayers
Identification Number (TIN) and Certification
Used to request a taxpayer identification number (TIN) for reporting on an information return the amount paid.
Form 4506-T
Request for Transcript of Tax Return
Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.
Form 941
Employer’s Quarterly Federal Tax Return.
Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of social security or Medicare tax.
Form W-2
Wage and Tax Statement.
Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.
Form 9465
Installment Agreement Request
Use this form to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice we sent you).
Form SS-4
Application for Employer Identification Number (EIN)
Use this form to apply for an employer identification number (EIN).
Form W-7
Application for IRS Individual Taxpayer Identification Number.
Get or renew an individual taxpayer identification number (ITIN) for federal tax purposes if you are not eligible for a social
security number.
Tax Rates and Due Dates
- Sources of Government Revenue in the OECD, 2025
- SALT Cap Workarounds for Some Pass-Through Entities Are Threatened by One, Big, Beautiful Bill
- State Implications of the One, Big, Beautiful Bill
- What Are the Goals of Retaliatory Tax Policies?
- Fiscal Forum: Future of the EU Tax Mix with Jost Heckemeyer
- A More Generous SALT Deduction Cap in the Big, Beautiful Bill Would Cost Revenue and Primarily Benefit High Earners
- An Income Tax by Any Other Name: State-Level Non-UI Payroll Taxes
- The One Big Beautiful Bill, Explained
- The Good, the Bad, and the Ugly in the One, Big, Beautiful Bill
- Testimony: The Inflation Reduction Act’s Green Energy Tax Credits
- Net Operating Loss Carryforward and Carryback Provisions in Europe, 2025
- Montana Property Tax Reform Options: A Tax Shift Is Not a Tax Reform
- Three Corporate Tax Hikes That Would Undermine TCJA’s Improvements to Competitiveness
- Can States Really Axe the Property Tax?
- A Stable Tax Code Would Ease an Uncertain Economy
Quick Links
Contact Us
Phone: 713-678-0040
Fax: 832-900-8902
Email: shermantaxfinancials@gmail.com
Address: 2626 South Loop West Suite 650-G Houston, Texas 77054
Hours of Operations
Monday – Friday: 9 AM – 5 PM CST
Saturday: By appointment only
Sunday: Closed