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: info@rraccounting.net or securely upload them. (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 - 2018.pdf
Adobe Acrobat document [225.9 KB]
Client Tax Organizer - 2018.xlsx
Microsoft Excel sheet [27.5 KB]

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

FATCA - FBAR Worksheet - 2018.xlsx
Microsoft Excel sheet [13.4 KB]

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

Rental Property Worksheet - 2018.xlsx
Microsoft Excel sheet [22.9 KB]

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

Form 1099-MISC or Small Busineess Worksh[...]
Microsoft Excel sheet [34.8 KB]

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

UBER or LYFT Driver Worksheet - 2018.xl[...]
Microsoft Excel sheet [29.4 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 - 201[...]
Microsoft Excel sheet [50.5 KB]

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

New Business Set Up Worksheet.docx
Microsoft Word document [41.9 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 [123.6 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: