Real numbers. Real insight. Real momentum.
Reliable resources. Clear next steps.
Find official forms, Arizona business tools and useful updates, all in one place, with plain-language guidance to help you move forward.
Start with the task in front of you
Need a form? Go to IRS forms. Starting an LLC? Follow the Arizona checklist. Already operating? Explore filing, payment and employer tools below.
These links take you to the original agencies. Requirements depend on your business activities, entity and location. This directory is a starting point, not a complete list of every obligation.
A simple monthly bookkeeping checklist
Before relying on your numbers, check that the month is complete. Use these five questions to spot the next task.
1. Are the records complete?
Gather bank and credit-card statements, invoices, receipts and loan statements. Keep supporting records organized by month and account.
2. Do the accounts reconcile?
Compare each bank and credit-card account with its statement. Investigate missing or duplicate entries. In QuickBooks, resolve an incorrect beginning balance before completing reconciliation.
3. Are the categories clear?
Review uncategorized items and separate personal transactions from business activity. Keep a list of anything you need to ask your bookkeeper about.
4. What is still owed?
Review unpaid customer invoices and upcoming bills. A profitable month does not always mean cash is available when payments come due.
5. Can you explain the reports?
Review your profit and loss and balance sheet. Check unusual changes and confirm the reporting period before making a decision.
Behind on the books?
List the last reconciled month, accounts involved and software you use. These details help define the cleanup work before a quote.
Explore bookkeeping and cleanup support →Choose your next step: Take the free Business Health Check with no email required to see results, or ask Momentum about bookkeeping support.
Common IRS forms & downloads
Choose a PDF to open it directly on IRS.gov, then use your browser’s download button. Each card also links to the official form page for instructions and revisions.
Check the tax year before you file. IRS current-PDF links can change as forms are revised and may not match the year you need. Read the year or revision printed on the form, use final forms rather than drafts, and confirm the instructions. Find prior-year forms or search all IRS forms and accessible versions.
W-9
Taxpayer identification request
Give the completed form securely to the requester, not the IRS.
Instructions & current revisions →W-4
Employee withholding
Employees use this to tell an employer how to withhold federal income tax.
Instructions & current revisions →1040
Individual income tax return
For individual federal income tax reporting.
Instructions & current revisions →Schedule C
Business profit or loss
For sole proprietor business income and expenses; entity tax treatment matters.
Instructions & current revisions →Schedule SE
Self-employment tax
Used to calculate self-employment tax when applicable.
Instructions & current revisions →1040-ES
Individual estimated taxes
Estimate payments for income not covered by withholding.
Instructions & current revisions →941
Quarterly employer tax return
Report applicable federal withholding and employment taxes.
Instructions & current revisions →940
Annual federal unemployment tax
Employer FUTA reporting where applicable.
Instructions & current revisions →1099-NEC
Nonemployee compensation
Review current reporting rules. A downloaded Copy A generally is not a scannable paper-filing form; follow IRS filing instructions.
Instructions & current revisions →Partnership, S corporation or corporation? Find the appropriate entity return and related schedules in the IRS forms directory. Creating an LLC does not by itself determine which federal return to file.
Starting an LLC in Arizona
Arizona LLC formation is handled by the Arizona Corporation Commission (ACC). The Secretary of State handles other services, including trade names and notary commissions.
- Choose the structure and check your name. Read the ACC’s starting-a-business guide and search existing entities through its current portal.
- Prepare your LLC filing. Review statutory-agent, management and Articles of Organization requirements in the official LLC forms and instructions. Confirm current fees and any publication requirements with ACC.
- File with ACC. Use Arizona Business Center, the current online business-filing portal. Read the approval notice and complete any required follow-up steps.
- Get an EIN where needed. Apply through the IRS EIN service. Getting an EIN directly from the IRS is free. Form your LLC with the state before applying.
- Check tax registrations and permits. Use Arizona Business One Stop and ADOR business guidance. Check city, county and industry requirements for your activities and location; LLC approval is not a blanket business license.
- Set up your financial records. Separate business transactions, retain supporting documents and establish a monthly bookkeeping and reconciliation routine. Read IRS Publication 583: Starting a Business and Keeping Records.
Business structure, ownership agreements and tax elections can affect your responsibilities. Use the official instructions and consult an appropriately qualified professional when your circumstances need individual advice.
Government tools for operating your business
Arizona taxes & TPT
Check whether your activities require a TPT license; it does not apply automatically to every business.
Arizona Department of RevenueHiring & payroll
Review employer registrations, withholding and unemployment insurance obligations before hiring.
DES employer unemployment resources
IRS employment tax formsTrade names & notary information
Find official guidance from the Arizona Secretary of State.
Arizona notary resourcesFederal tax help
Find business guidance, recordkeeping information and official payment options.
Recordkeeping basicsEntity records & BOI guidance
Keep your state entity information current and check federal guidance before following old BOI filing advice.
FinCEN’s current BOI guidanceLicenses & local requirements
Use the state’s business portal to identify applicable agencies. Check the city or county where you operate for local permits, zoning and industry rules.
Explore Arizona Business One StopRecent updates for business owners
Simple steps to protect your tax information
The IRS highlights practical ways to protect tax records during Cybersecurity Awareness Month.
For business owners: use unique passwords, enable multifactor authentication, update devices, and back up records. Review how your team shares financial documents.
Read the IRS security reminder →A new IRS app expands access to individual account tools
The IRS announced a new mobile app with selected Individual Online Account services, including payments, notices and transcripts.
For business owners: use the official IRS announcement to find the app. These individual-account features do not replace every business tax-account service.
Read the IRS app announcement →Arizona Business Center replaces eCorp
The Arizona Corporation Commission announced its new online business-filing portal, Arizona Business Center. This is an earlier 2026 process update.
For business owners: use the current portal for corporation and LLC filings and review the agency’s instructions before submitting documents.
Read the ACC portal announcement →Build your understanding. Keep your momentum.
Recent updates
Dated summaries of official tax announcements, Arizona filing changes and resources for accounting updates.
Read Recent Updates →Small Business FAQ
Practical answers about bookkeeping, reconciliations, financial reports and cash flow.
Browse the FAQ center →Business Health Check
Explore your financial practices and receive practical next steps. No email is required to view your results.
Take the Health Check →Need help connecting the dots?
Having the right form is one step. Having organized books and understandable numbers makes the next step easier. Tell us where you need clarity.
Get clarity with Momentum