- MJW EA & Company LLC - https://maryjowalker.com -

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 [1] 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 [2]
2020 Fillable Schedule C worksheet [3]
2020 Fillable Professional Realtor Worksheet [4]
[5]2020 Fillable Schedule E Worksheet [6]
2020 Individual Use Tax Worksheet [7]

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 [8]
Fillable Privacy Policy [9]
Fillable Personal Finance Client Interview [10]
Personal Finance Worksheets [11]

Estimated Tax Forms

2021 1040es [12]

2021 CT 1040ES [13]

Common IRS Forms

Form 2848 IRS Power of Attorney [14]
Form LGL-001-CT Power or Attorney [15]
Form 4506 – Request for Copy of a Tax Return.pdf [16]
Form-IRS Installment Agreement Request [17]
Form 8822 Change of Address
[18]Form OS-114 Sales and Use [19]
Federal Form W9 (2018) [20]
Form OPA Application [21] (web page from IRS)
[18]IRS Business Tax Calendar.pdf [22]
[18]Publication 583 – Keeping Business Records [23]
[18]Business Entity Tax Return Information [24]
[18]Disclosure Statement – Fillable [25]

Payroll Forms

USCIS Form I-9 Employment Eligibility Verification [26]
CT-W3 CT Annual Reconciliation of Withholding [27]
[28]Federal Form W3 [29]
2020 W4 [30]
2020 CT-W4 [31]
CT Form 941 CT Quarterly Reconciliation of Withholding [32]
Federal Form 941 Employer’s QUARTERLY Federal Tax Return [33]
[28]Form SS-4, Application for Employer [34]
[35]MaryJoWalker.com - tax preparation forms [36]