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2012 Tax Organizer
It’s that time again!
To help you prepare for this year’s tax season we are providing electronic organizational tools. These forms can be downloaded and filled in. We hope they will help streamline the information gathering for your tax returns. If you have any questions or need help, please do not hesitate to contact our office.
2012 Tax Organizer Envelope Front
2012 Tax Organizer Envelope Back
Schedule A – Itemized Deductions
Schedule C – Small Business Income & Expenses
Realtor Tax Prep Worksheet
Schedule E – Rental Property
Authorization for Direct Deposit
Individual Use Tax Worksheet
New Client Forms
Welcome to our office! We are excited to have you as a new client. We have provided some forms below to help us get to know you and better asses your needs. If you have any questions with these worksheets, please do not hesitate to contact us.
Welcome Form
Our Privacy Policy
Finance Client Interview Sheet
Personal Budget Form
Tax Forms
Special for 2012
Federal Form 1040 ES 4th Qtr 2012- Q4-12 Payment Due January 15, 2013
CT Form 1040 ES 4th Qtr 2012- Q4-12 Payment Due January 15, 2013
Individual Use Tax Worksheet - Track your 2012 purchases
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IRS Power of Attorney.pdf
Request for Copy of a Tax Return.pdf
Form 4868 – IRS Application for Automatic Extension.pdf
Form 8822 – Change of Address
Form 8879 – IRS efile Signature Authorization
Form 9465 -IRS Installment Agreement Request.pdf
Form CT 8822- CT Change of Address.pdf
Form CT LGL-001 – CT Power of Attorney
Form CT Sales and Use Tax Return (OS-114)
Form CT-W4
Form CT-W3 HHE
Form CT-941 HHE
Form CT-1040 Extension
Form I-9 Employment Eligibility Verification
Form OPA Application (web page from IRS)
Form SS-4.pdf
Form W-4.pdf
Form W-9.pdf
IRS Business Tax Calendar.pdf
Publication 583 – Keeping Business Records
SS-4 Instructions.pdf
W-9 Instructions.pdf
Business Entity Tax Return Instructions
Business Entity Tax Return (Form OP-424)
