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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Consultation Agreement
Credit Card Authorization Form
Tax Preparation—Personal
Client Engagement Agreement
NYC Bill of Rights
(Information Only)
Tax Preparation Checklist
Credit Card Authorization Form
Schedule E Worksheet
Rental and royalty income.
Unreimbursed Employee Expenses
Home office deductions, employee business and vehicle expenses. 
Tax Preparation—Business
Schedule C
Business income and expenses for self employed businesses or independent contractors.
Vehicle Expense Worksheet
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