Forms & Worksheets

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2016 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.

Fillable tax organizer 2016
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

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
Fillable Privacy Policy
Fillable Personal Finance Client Interview
Personal Finance Worksheets

Tax Forms

Special for 2017
2017 CT Estimated Voucher

2017 Federal Estimate Vouchers

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 9465 -IRS Installment Agreement Request.pdf
Form 8822 Change of Address
Form OS-114 – Sales & Use
Form W-9, Request for Taxpayer Identification Number (TIN) and Certification
CT-1040-EXT 2015
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 Federal Form 941

Payroll Forms

Form I9 Employment Verification
CT-W3, Connecticut Annual Reconciliation of Withholding Tax Return
Federal-W3, Annual Reconciliation of Withholding Tax Return
2017 Form CT W4
Form W4 – Employee’s Withholding Allowance Certificate
2016 CT-941 Form 941, Employer’s Quarterly Federal Tax Return
Federal Form 941 – Form 941, Employer’s Quarterly Federal Tax Return
Form SS-4, Application for Employer
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