Document & Tools Center

Find all the forms and tools you need in one place
Once your forms are filled out, upload them via our secure portal. 

Take the guesswork out of paycheck withholding with this handy tool from the IRS

 

NEW ONLINE FORM!

2020 Tax Preparation Checklist

Fill it out and submit all your docs in 1 easy step!

Fill it out online and easily attach your documents using drag and drop. You can even save your progress and complete it later. Super secure using the latest technology from JotForm. Be sure to have a copy of your ID, front and back, and your tax documents ready before you begin.

Or click the icon to download a fillable PDF

2020 Tax Preparation Checklist

DOWNLOADABLE FORMS

Click on the document icon to start download.
Don't see the form you need? Contact your accountant for assistance. 
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
2020 Tax Preparation Checklist
Fill out and send this form along with your tax documents.
Client Engagement Agreement
All clients must sign and submit this form for every project.
NYC Bill of Rights
This is an informational outline of your rights in New York City.
Rental Income & Expense Worksheet
Use this worksheet to record rental and royalty income.
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. 
Charitable Constribution Worksheet
Use this worksheet to record and calculate non-cash donations.
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.
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.

TOOLS

Track My Refund

Track your refund using these quick links.

Tax Witholding Estimator

Take the guesswork out of paycheck withholding with this handy tool from the IRS

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© 2020 Pace Accounting & Tax Services, Inc. 

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