We have a number of ways to accommodate you when it comes to sending your sensitive data to us: You can use the “Contact Us” page and submit documents through our encrypted site, use your Client Portal in Canopy or email our office before sending anything and ask us for our secure upload link. Please plan accordingly when you are sending anything that has personal information via the internet.
2019 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.
Authorization for Direct Deposit
Additional forms:
2019 Sch A Fillable Itemized Deduction Worksheet
2019 Fillable Schedule C worksheet
2019 Fillable Professional Realtor Worksheet
2019 Fillable Schedule E Worksheet
2019 Individual Use Tax Worksheet
Client Forms
Welcome to our office! We are excited to have you as a client. We have provided some forms below to help us get to know you and better assess your needs, or for you to update your information. 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 2019
CT Estimated Voucher CT1040ES 2019
Federal Estimated Vouchers 1040ES 2019
CT-1065-CT-1120SI_1219 PET
Common IRS Forms
Form 2848 IRS Power of Attorney
Form LGL-001-CT Power or 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
Federal Form W9 (2018)
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
USCIS Form I-9 Employment Eligibility Verification
CT-W3 CT Annual Reconciliation of Withholding
Federal Form W3
2020 W4
2020 CT-W4
CT Form 941 CT Quarterly Reconciliation of Withholding
Federal Form 941 Employer’s QUARTERLY Federal Tax Return
Form SS-4, Application for Employer
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