IRS Forms ready for Download

Please contact us if there are any questions when filling out the following forms. 

W-9 Form

For businesses that will be issuing a 1099. This is to be filled out by the independent contractor.

Download

W-4 Form

For employees who wish to update their withholding with their employer. 

Download

Form 2848

This is a Power of Attorney and gives us the authority to speak with the IRS on behalf of you the client. 

Download

New Client Checklist

This is a guide for any new clients, when figuring out what to send in to get returns completed.

Download

New Client Info Sheet

This is to be filled out by new clients, gives basic information needed for filing

Download

Roger H. Locks CPA PC


Mailing Address

120 UNION AVE
SARATOGA SPRINGS, NY 12866, US

For in office appointments

16 North Lane
Saratoga Springs, NY 12866

Normal Hours of Operation
Mon-Fri          9am - 5pm
Sat                     By Appointment Only

Track Hours Starting July 10, 2025
Mon - Tues       9a - 5p (Roger, Jakeb)
Wed - Fri           9a - 5p (Jakeb)
Sat - Sun            Closed


© 2025 Roger H. Locks CPA PC

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