Printable Forms Use these forms to print and fill in or to check your documents before we meet. All files are .pdf format.

Important New York Information

E-File / Bank Forms

    Earned Income Credit Questionnaires: 

    Taxpayers File Statement

    Small Business Requirements Sole Proprietorship Preparation

    • Total Gross Receipts
    • Business Category
    • Business Name
    • Business Address (if different)
    • Tax ID# (if you have one)
    • Itemize Business Expenses
    • Sort, Tally & Record Expenses on a Single Sheet Sole Proprietor worksheet
    • Documented Proof of Income & Expenses

    (We do not require all original receipts for filing, however, we do ask that you please sort and copy them, record and keep them in a safe place to justify entries if needed at later date) LLC, Partnerships or S Corporation Preparation

    • Same as above and…
    • Name, SSN# and address for all business partners
    • Business bank statements (may be required for balance sheet)

    New Property/Home Owner Deductions Single family homes

    • Mortgage interest statement
    • Real estate property tax statement
    • Original purchase date and amount paid or
    • Last refinance date & amount
    • (if refinanced or purchased in current year, include closing statement)

    If you sold a home/property or own rental property

    • i.e. Multiple dwellings (2 family or more);
    • Also complete Homeowner Deduction/Expense form for rental property
    • Itemize list of renovations, repairs, home improvements,
    • Include property address
    • Submit form 1098 and (closing statement, if any)  for any sold home or foreclosure

    Vacation home/Time shares Interest paid and or taxes Non-Deductible Expenses

    • Burial or Funeral Cost
    • Commuting (unless 2nd job)
    • Marriage/Wedding
    • Personal Fines, Tickets & Penalties
    • Life Insurance Premiums
    • Personal Apartment Rent
    • Pets (unless seeing-eye dog)