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Client Resources

At Milbrod & Hessel, we believe that staying informed and organized shouldn’t be a challenge. That’s why we’ve built this easy-to-use resource center, giving you quick access to the tax, payroll, and financial forms you use most. Whether you’re an individual searching for Florida tax documents or a business owner handling payroll and compliance, you’ll find everything neatly organized and up to date—all in one convenient place.

From essential state forms to important federal filings, our goal is to equip you with the tools you need to stay ahead of deadlines and avoid unnecessary stress. And if you’re unsure which forms apply to your unique situation, our knowledgeable team is always ready to guide you in the right direction.

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Tax Forms & Links

  • Individual Tax Packet
  • Business Tax Packet
  • Estate/Trust Tax Packet
  • Minister’s Deductions
  • Records Retention Suggestions
  • Extension to File Individual Tax Return
  • Federal Estimated Payment Vouchers
  • IRS Form 4506-T: Request for Transcript
  • IRS Form 8332: Release/Revocation
  • IRS Form W-9
  • Tax Reform Changes
  • IRS Installment Agreements
  • Deductible Business Expenses
  • Tax Provisions Expiration Dates

Payroll Forms & Links

  • Federal Payroll Tax Table
  • Paycheck Calculation Worksheet
  • Form I-9
  • Form W-4
  • IRS Paycheck Checkup

Other Forms & Links

  • IRS Website
  • IRS Where’s My Refund
  • IRS Where’s My Amended Return
  • IRS Where to File Addresses
  • IRS Debt Collection Company Information
  • E-Verify Your Employee’s Legal Status
  • My Social Security Online Access
  • Taxpayer Advocate Service
  • U.S. Small Business Disaster Assistance
  • Worker Classification
  • ​Security Awareness For Taxpayers
  • Tax Payer Maps & Contacts
  • Revenue Contact Phone Numbers

Florida Business Filings

1. Annual Report (Sunbiz)

  • Purpose: Required to maintain “active” status for corporations, LLCs, partnerships, etc.
  • Due: Jan 1 – May 1 each year (late fee $400).
  • File here: Sunbiz Annual Report Filing
  • Info: Annual Report Instructions

2. Fictitious Name Registration (DBA)

  • Purpose: Required if operating under a name other than the legal entity/individual name.
  • File here: Fictitious Name Registration
  • Info: Fictitious Names Overview

3. Articles of Incorporation / Organization

  • Corporation: File Articles of Incorporation
  • LLC: File Articles of Organization

4. Amendments & Updates

  • Change of Address, Registered Agent, etc.: Amend/Update Information

5. Reinstatement after Dissolution

  • File reinstatement online: Reinstatement Filing

Florida Department of Revenue (DOR) Filings

6. Form RT-6 (Employer’s Quarterly Report)

  • Purpose: Report wages and pay Florida reemployment tax (state unemployment).
  • Due: Last day of the month after each quarter.
  • Form & Instructions: RT-6 PDF
  • File online: File and Pay Reemployment Tax

7. Sales & Use Tax (DR-15, DR-15EZ)

  • Purpose: Report and pay sales and use tax.
  • Due: Monthly (20th of following month) unless authorized for quarterly/semiannual.
  • Forms: Sales & Use Tax Forms
  • File online: DOR e-Services

Florida Department of State – Other Filings

8. Trademark / Service Mark Registration

  • Purpose: State-level protection for marks used in Florida.
  • File here: Florida Trademark Registration

9. Nonprofit Annual Solicitation Registration (FDACS)

  • Who: Nonprofits soliciting contributions in Florida.
  • File here: Charitable Organizations Registration

Florida Individuals

10. Driver’s License / ID / Vehicle

  • FLHSMV Services & Forms

11. Professional Licensing (DBPR / DOH)

  • Other professions (real estate, contractors, health, etc.): DBPR Licensing Portal

12. Homestead Exemption (Property Tax)

  • Filed with county property appraiser, not state. Each county has its own form/portal.
  • Example: Florida Homestead Exemption Info
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Fax: (941) 237-3811
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  • Team
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    • Guides
    • Video Tips
    • Technology Framework
    • Benefits for Our Clients
    • Newsletter
      • Business Newsletter
      • Individual Newsletter
  • Announcements
  • Contact Us

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