Individual Income Tax Return

Please complete the Client Tax Organizer (CTO) sheet, signed tax engagement letter and pdf of W2, 1098, 1099,and any other tax documents send  via email: or securely upload them prior to your appointment. (See What to Bring? section). Pre-Pay $100 via website remote filing client's only. We will get back to you after receiving your complete documents. 

Tax Engagement Letter - 2020.pdf
Adobe Acrobat document [382.1 KB]
Client Tax Organizer - 2020.pdf
Adobe Acrobat document [1.5 MB]

If you have FATCA and/or FBAR Reporting Requirements, please complete the worksheet below:

FATCA - FBAR Worksheet - 2020.xlsx
Microsoft Excel sheet [18.8 KB]

If you have Rental property, please complete the worksheet below:

Rental Property Worksheet - 2020.xlsx
Microsoft Excel sheet [22.0 KB]

If you received a Form 1099-MISC or if you have a small business, please complete the worksheet below:

Form 1099-MISC or 1099-NEC or Small Busi[...]
Microsoft Excel sheet [33.8 KB]

If you received a Form 1099-MISC from UBER/LYFT, please complete the worksheet below:

UBER or LYFT Driver Worksheet - 2020.xl[...]
Microsoft Excel sheet [30.8 KB]

Business Income Tax Return

If you want to file Business Tax Return (C-corporations, S-corporations, LLCs/LLPs), please complete the worksheet below:

Business Income Expense worksheet - 202[...]
Microsoft Excel sheet [51.8 KB]

If you  want to open a New business, you must complete this worksheet and send to us via e-mail:

New Business Set Up Worksheet.docx
Microsoft Word document [45.5 KB]

Complete Form W-4 so that your employer can withhold the correct federal and NJ state income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes.

Form W-4 Employee's Withholding Allowanc[...]
Adobe Acrobat document [173.3 KB]
NJ State Form W-4 Employee's Withholding[...]
Adobe Acrobat document [114.8 KB]

To use Form W-9 when you need to request a Taxpayer Identification Number (TIN) from a person who you paid, for tax filing purposes.

Form W-9 Request for Taxpayer Identitica[...]
Adobe Acrobat document [130.0 KB]

Securely send us your documents here: