2017 Tax Organizer
It’s that time again!
To help you prepare for this year’s tax season we are providing electronic organizational tools. These tax preparation 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 about tax preparation or need help, please do not hesitate to contact our office.
Fillable tax organizer 2017
Fillable-itemized-deduction-worksheet– (Schedule A)
Fillable Schedule C worksheet
Fillable Professional Realtor Worksheet
Fillable Schedule E Worksheet
Authorization for Direct Deposit
Individual-Use-Tax-Worksheet-2017
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 assess your needs. If you have any questions with these worksheets, please do not hesitate to contact us.
Client Information Worksheet
Fillable Privacy Policy
Fillable Personal Finance Client Interview
Personal Finance Worksheets
Tax Forms
Special for 2018
2018 CT Estimated Tax Voucher
2018 Federal Estimated Tax Vouchers
CT-1065CT-1120SI SE
Common IRS Forms
Form 2848-IRS Power of Attorney
Form LGL-001-CT power of Attorney
Form 4506 – Request for Copy of a Tax Return.pdf
Form-IRS Installment Agreement Request
Form 8822 Change of Address
Form OS-114 Sales and Use
2018 Federal W-9
Request for Identification Number (TIN) and Certification
CT-1040-EXT 2017
Form OPA Application (web page from IRS)
IRS Business Tax Calendar.pdf
Publication 583 – Keeping Business Records
Business Entity Tax Return Information
Disclosure Statement – Fillable
Payroll Forms
Form I9 Employment Verification
CT-W3, Connecticut Annual Reconciliation of Withholding Tax Return
Federal-W3, Annual Reconciliation of Withholding Tax Return
2018 Form Federal W4- Employee’s Withholding Allowance Certificate
2018 Form CT W4-Employee’s Withholding Allowance Certificate
2018 CT Quarterly Reconciliation of Witholdings
2018 Form 941 Employer’s QUARTERLY Federal Tax Return
Form SS-4, Application for Employer
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