Tax Preparation Documents

Please be aware that our cutoff date for incoming paperwork to be completed before deadline is March 15th. Paperwork arriving after this date may very well end up on extension. We will do our best to complete as much paperwork as possible, and will never leave you 'high and dry' with your taxes!!!


Documents for the tax year 2022 (for filing in 2023) will be made available as soon as possible, for your convenience. Please do not use last year's paperwork, as requirements have changed!!


Each of the Documents below can be downloaded by clicking on the link above the document preview for your convenience. To complete the form electronically (which can be emailed back to us through our secure portal), click on the 'pop-out' button in the upper right corner of the window of the form you are viewing. Use the top option to open with Google docs at the top. Simple as that!!


EVERYONE MUST READ THIS NYS ISSUED DOCUMENT


2021 New Client Organizer.pdf

RETURNING CLIENTS - Intake Form

2021 Returning Client Intake Form.pdf
2021 Sole Proprietorship.pdf
2021 Rental Property.pdf
2021 LLC.pdf
2021 S Corp.pdf
2021 C Corp.pdf
2021 Partnership.pdf