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: email@example.com 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.
If you have FATCA and/or FBAR Reporting Requirements, please complete the worksheet below:
If you have Rental property, please complete the worksheet below:
If you received a Form 1099-MISC or if you have a small business, please complete the worksheet below:
If you received a Form 1099-MISC from UBER/LYFT, please complete the worksheet below:
Business Income Tax Return
If you want to file Business Tax Return (C-corporations, S-corporations, LLCs/LLPs), please complete the worksheet below:
If you want to open a New business, you must complete this worksheet and send to us via e-mail: firstname.lastname@example.org.
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.
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.