Tax Preparation Documents

Please be aware that our cutoff date for incoming paperwork guaranteed 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!!!


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


2022 Individual Organizer for NEW CLIENTS.pdf

RETURNING CLIENTS - Intake Form

2022 Intake Form FOR RETURNING CLIENTS.pdf
2022 Sole Prop Tax Organizer.pdf
2022 Rental Property Tax Organizer.pdf
2022 LLC Tax Organizer.pdf
2022 SCorporation Tax Organizer.pdf
2022 CCorporation Tax Organizer.pdf
2022 Partnership Tax Organizer.pdf