Forms, information, links

Quickly access the information you are looking for by clicking on the links below.

Most documents are pdf files and require a minimum of Adobe Reader(R) (click to download).  Some links will take you to external sites.

Additional information is available on the Resources tab, including links to articles, newsletters, calculators, and a tax library.


Tax information and links:

For a Tax Organizer call us at 301-863-9920 or e-mail your request to: 

See our Calendar for important tax and filing due dates as well as dates our office will be closed.

Frequently Requested Tax Forms

State Tax Links - All States!

Where is my IRS refund?

Where is my MD refund?


Financial Planning:

Confidential Financial Questionnaire (pdf basic)

Confidential Financial Questionnaire (fillable pdf)

American Funds Retirement Planning Center


Account Access Links:

Envestnet Account Access

American Funds

NFP PartnerView

NFS Access

Egnyte Client Portal



W-9 for Michael A. Guy, CPA, PA t/a Guy Financial Services (a MD Corporation)


*PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. NFP Advisor Services, LLC makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is NFP Advisor Services, LLC liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.