Document Center

Convenient downloadable and fillable forms you can mail back, fax, email, or send via our secure portal.
Once your forms are filled out, upload them via our secure portal. 
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Don't see the form you need? Contact your accountant for assistance. 
COVID-19 Paid Sick Leave—NYC Guidelines (Issued 3/20/2020)
COVID-19
Paid Sick Leave
Employees
Important policy guidelines from New York City.
COVID-19
Paid Sick Leave
Employer
Important policy guidelines from New York City.
Consultation
Consultation Agreement
Use this form if you would like to request a private consultation regarding a tax or business matter.
Payment
Credit Card Authorization Form
Use this form to provide your debit or credit card information
Tax Preparation—Personal
Client Engagement Agreement
All clients must sign and submit this form for every project.
Tax Preparation Checklist
Fill out and send this form along with your tax documents.
Rental Income & Expense Worksheet
Use this worksheet to record rental and royalty income.
NYC Bill of Rights
This is an informational outline of your rights in New York City.
Charitable Constribution Worksheet
Use this worksheet to record and calculate non-cash donations.
Unreimbursed Employee Expenses Worksheet
Use this worksheet to record home office deductions, expenses not covered by your employer. 
Vehicle Expense Worksheet
Use this worksheet to record vehicle expenses.
Head of Household Worksheet
Use this worksheet to verify and record your Head of Household status. 
Tax Preparation—Business
Business Income & Expense Worksheet
Use this worksheet to record income and expenses if you are self-employed or an independent contractor.
Vehicle Expense Worksheet
Use this worksheet to record vehicle expenses if you are self-employed or an independent contractor.
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