MJW EA & Company LLC

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Forms & Worksheets

 

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.

2021 Tax Season

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.

2020 Individual Use Tax Worksheet

2021 Schedule E Worksheet

2021 Schedule C Worksheet

2021 Professional Realtor Worksheet

2021 Schedule A 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

Finance Client Interview Sheet

Personal Finance Worksheets

Estimated Tax Forms

2021 1040es

2021 CT 1040ES

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
MaryJoWalker.com - tax preparation formsPrint This Page Print This Page

Recent Posts

  • Name Change
  • Child Tax Credit
  • Second Quarter Estimated Taxes
  • Mid-Season Tax Check-In
  • American Rescue Plan Act
  • We may have moved but fret not – We’re Still Us!

COVID-19 Related News and Updates

Check here for the most recent updates we have gathered regarding the impact of COVID-19 and taxes, personal finance and planning.

We are also going to be providing – and updating – links to get you the most up-to-date information on changes.

 

Regarding the PPP (Paycheck Protection Program), please note: 

Because we are not “authorized agents” for purposes of completing loan applications, we are not able to complete the actual loan applications for our clients. At this point, there is limited and unclear guidance available for the loan process. We will do our best to provide information and/or documentation requested by the lenders that we have access to as your bookkeepers/accountants and/or tax preparers, but we are unable to assist with the actual loan application or loan amount requests. There are severe penalties for misrepresentation. These documents must be signed under penalty of perjury and we take that responsibility very seriously.

MJW EA & Company LLC icon

Get My Payment (Economic Impact Payment) status checking tool:  https://www.irs.gov/coronavirus/get-my-payment

Senator Chris Murphy’s Page:  https://www.murphy.senate.gov/coronavirus

From the IRS, those who would have had to take an RMD have been given relief for 2020.  Official policy can be found here:  https://www.irs.gov/pub/irs-drop/n-20-06.pdf

For those with student loans, check out this site for FAQs on relief in 2020:  https://studentaid.gov/announcements-events/coronavirus and https://patch.com/connecticut/across-ct/ct-coronavirus-payment-relief-student-loan-borrowers-lamont

SBA Loan Info:  https://www.sba.gov/page/coronavirus-covid-19-small-business-guidance-loan-resources

CT Department of Labor

CT DMV is extending license renewals:  https://portal.ct.gov/DMV/Easy-Answers/Easy-Answers-Webpages/How-to-Renew-Your-Drivers-License

IRS FAQs on the stimulus payments:  https://www.irs.gov/newsroom/economic-impact-payments-what-you-need-to-know

Employee Retention Credit:  https://www.irs.gov/newsroom/faqs-employee-retention-credit-under-the-cares-act

CT Program for minority and female-owned businesses (It’s a 0% line of credit with forgiveness if used for certain types of expenses within 3 months):  https://www.hedcoinc.com/state-of-ct-hedco-decd-covid-19

The IRS has suspended their collections process during COVID-19.  Click here to read the updates:  https://www.taxprotoday.com/news/irs-hits-the-brakes-on-collections-in-response-to-the-coronavirus

 

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How to find us

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"Your referrals are much more than business to me, they're the highest compliment I can ever receive!"
 

Updating Client Contact Information

203.245.6175

We look forward to working with you!

Hours of Operation:

Monday through Friday: 8.30a-4p.

We are located at 869 Boston Post Road, Madison, CT 06443.

~ Flag Series by Photographer Jeff Allen Nantucket, MA

 

Name Change

We have just finished with the 2020 tax season! We are thrilled that we made it intact! It was a brutal one; but for the most part all of us – taxpayers included – came out unscathed in the world of taxation. Now we plan for the next tax season. After almost two years of […]

  • Child Tax Credit
  • Second Quarter Estimated Taxes
  • Mid-Season Tax Check-In

Recent Posts

  • Name Change
  • Child Tax Credit
  • Second Quarter Estimated Taxes
  • Mid-Season Tax Check-In
  • American Rescue Plan Act
  • Home
  • About Us
  • Services
  • FAQ
  • Contact Us
  • Blog/News
  • Tax Packet
  • COVID-19 Related News and Updates

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