Click on the following links to access each tax form you may need!

Client Info Sheet -Fill this out before you come into our office to save yourself time!

Tax Prep Checklist – Make sure you have everything you need before you come in!

Rental Property Chart – Use this chart to add up all your monthly expenses for your rental properties!

Acceptable Medical Deductions – Find out what you can and cannot write off as medical deductions!

Goodwill Donation Valuation Guide – Figure out the valuation of all your donations before coming into our office!

Do you owe taxes and cannot afford to pay them all at once?  Visit this page to find out how to get set up on installment plans with the IRS and New York State.

Thinking of taking out a loan?  Find out how much your monthly payments will be by using this Loan Calculator.  It’s quick, it’s easy and it’s free!

Are you withholding enough taxes from your paycheck each week?  Visit this page to learn how to make sure you are withholding enough taxes each week.