Reference Materials

Reference Materials

Government Web-Sites

Internal Revenue Service

Social Security Administration

Learn how the Social Security Administration can help with your retirement, medicare, disability, survivorship and other benefit questions.

U.S. Small Business Administration

The SBA site contains a wealth of information for entrepreneurs and small business owners.

A collection of links to State government Web sites

Useful information for businesses; whether you are already in business, just starting, or expanding to a new state – there is something here for you!

City of Philadelphia Revenue Department

Berkheimer Tax Administrator

Frequently Used Forms

Form W-9 Request for Taxpayer ID Number

Form W-4 (2008) Employee’s Withholding Allowance Certificate

Other Helpful Links

Stimulus Payments – What You Need to Know

Various resources available from the IRS regarding the 2008 Economic Stimulus Payments

Where’s My IRS Refund?

You filed your tax return and you’re expecting a refund. You have just one question and you want the answer now – Where’s My Refund? Whether you opted for direct deposit or asked IRS to mail you a check, you can track your refund through this secure Web site.

IRS Withholding Calculator

The purpose of this application is to help employees to ensure that they do not have too much or too little income tax withheld from their pay. It is not a replacement for Form W-4, but most people will find it more accurate and easier to use than the worksheets that accompany Form W-4. You may use the results of this program to help you complete a new Form W-4, which you will submit to your employer.

Confirm Not-for-Profit Status

GuideStar allows users to verify a nonprofit’s legitimacy, learn whether a contribution will be tax deductible, view a nonprofit’s recent Forms 990, or find out more about its mission, programs, and finances.

Financial Literacy – Tips on Saving

This website helps you do save money. Here, you’ll find fun tools, a quiz, tons of tips and other resources. They will all help you think through your spending and saving habits, identify ways you can start saving, and commit to making changes that will reduce your debt and grow your savings.

360 Degrees of Financial Literacy

The 360 Degrees of Financial Literacy Web site offers information to help consumers make sound financial decisions at every stage of their lives, from childhood to retirement.

Brochures

Tax Tips for 2009

Ten Ways to Protect Your Business

Setting Your Financial Records Straight

How to Afford a Long, Happy Retirement

Financial Planning Tips for a Lifetime

College Planning: Easing the Financial Burden

Securing Your Business Financing