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.

2020 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 Sch A Fillable Itemized Deduction Worksheet
2020 Fillable Schedule C worksheet
2020 Fillable Professional Realtor Worksheet
2020 Fillable Schedule E Worksheet
2020 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

Estimated Tax Forms

1040 ES Federal Estimated Tax Voucher

CT1040ES 2020 Estimated Tax Voucher

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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