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CLIENT FORMS
Tracking & Recordkeeping
Business Expense & Mileage Log
This excel spreadsheet can help you organize your business expenses as well as keep track of your business and personal miles.
Rental Activity Tracker
Do you own a rental? This excel spreadsheet can help you keep track of rental activities that will help us prepare your tax return.
Detailed Tax Organizer
Do you need help organizing your tax documents throughout the year? Use our detailed tax organizer to make sure you don't miss a thing!
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In-take & Engagement Forms
Personal Income Tax
Click here for personal income tax intake process and questionnaire.
Personal Income Tax Extension
Use this fillable online form if you would like a six months personal income tax extension.
Form 1099
Use this fillable online form if you would like assistance with filing Form 1099-MISC.
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Business Income Tax
Click here for our Business Intake process & questionnaire.
Business Income Tax Extension
Use this fillable online form if you would like to file a six month business income tax extension.
NYS IT-204-LL
Use this fillable online form if you would like assistance with filing Form IT-204-LL.
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IRS & State Forms
Form W-9
This form is a request for a taxpayer identification number and certification.
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OUR TEAM
Our accounting and support team is friendly, professional, and dedicated.
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