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

• Confidential Wealth Financial Evaluation
• First Time Client Acknowledgement
• Engagement Agreement
• Welcome Express Checklist
• Business Questionnaire
• Client Questionnaire 2023
• Deductions & Expenses for Owners of Multi-Family Dwellings
• Business Self-Employed Worksheet
• Privacy Statement
• Virtual bookkeeping questionnaire
• Note To Taxpayer

Important New York Information

• Consumer Bill of Rights

E-File / Bank Forms

• Consent to Use of Tax Return Information
• Consent to Disclosure of Tax Return Information

E-File / Audit Protection

• Audit Protection Plan – Terms of Service

Earned Income Tax Credit Questionnaire

• Earned Income Credit Status – Head of Household
• Earned Income Credit Status – Self Employed
• Earned Income Tax Credit – Qualifying Child Relationship

Taxpayers File Statement

• Explanation For Not E-Filing

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)