Tax Resources
Items to Bring to Your Tax Appointment:
Personal (PDF)
Business*/Rental (PDF)
* Sole Proprietors, Partnerships, Corporations, LLC’s
Business Forms
- CLM Accounting Consent Form (.doc)
- New Health Insurance Marketplace Coverage Options Form (PDF)
- NYS Notice of Payrate and Payday (Hourly Workers) (PDF)
- NYS Notice of Payrate and Payday (Salaried Workers) (PDF)
- NYS New Hire Reporting (External Link)
- Employer Identification Number (External Link)
- Employment Verification Form I-9 (PDF)
- Form W-9 (request for ID number) (PDF – External Link)
- W-4 Federal Employee’s Withholding Certificate (PDF – External Link)
- NYS Employee Withholding form IT-2104 (PDF – External Link)
- NYS Sales Tax Rate Lookup (by address) (External Link)
- Per Diem Rates Lookup (External Link)
- STAR Application (property tax reduction) (PDF – External Link)
- Federal electronic payment system (EFTPS) (External Link)
- NYS Sales tax capital improvements vs. repairs for contractors publication (PDF – External Link)
2025 Important Numbers
- Federal Mileage Reimbursement Rate: 70 cents per mi
- IRA Contribution Limit: $7,000 ($8,000 if age 50 or older)
- 401(K) Elective Salary Deferral Limit: $23,500
($31,000 if age 50 – 59 and 64+ and $34,750 if age 60 through 63) * - SIMPLE IRA Contribution Limit: $16,500
($20,000 if age 50 – 59 and 64+ and $21,750 if age 60 through 63) * - Maximum earnings subject to Social Security Tax: $176,100
* These amounts may be higher depending on your employer size and provisions of the plan
2024 Important Numbers
- Federal Mileage Reimbursement Rate: 67 cents per mi
- IRA Contribution Limit: $7,000 ($8,000 if age 50 or older)
- 401(K) Elective Salary Deferral Limit: $23,000 ($30,500 if age 50 or older)
- SIMPLE IRA Contribution Limit: $16,000 ($19,500 if age 50 or older)
- Maximum earnings subject to Social Security Tax: $168,600
Important Healthcare Websites and Forms
New York State Healthcare Exchange (Sign-up for healthcare here.)
Federal Health Care Exchange (healthcare.gov)