Personal Desk

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. 
 

DOWNLOADABLE FORMS

Click on the document icon to start download.
Don't see the form you need? Contact the office 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 (PDF)
Fill out and send this form along with your tax documents.
2020 Tax Preparation Checklist (Online Form)
New! Use the online form and easily attach your documents using drag and drop.
Schedule A - Medical Expense & Charitable Contribution Worksheet
Use this worksheet to record home office deductions, expenses not covered by your employer. 
Schedule A Addendum - Non-Cash Charitable Constributions Worksheet
Use this worksheet to record and calculate non-cash donations.
Schedule E - Rental Income & Expense Worksheet
Use this worksheet to record rental and royalty income.
Schedule U - Unreimbursed Employee Expenses Worksheet
Use this worksheet to record home office deductions, expenses not covered by your employer. 
Schedule V - Vehicle Expense Worksheet
Use this worksheet to record vehicle expenses if you are self-employed or an independent contractor.
Schedule H - Head of Household Worksheet
Use this worksheet to verify and record your Head of Household status. 
Tax Preparation—Business
Schedule C - Business Income & Expense Worksheet
Use this worksheet to record income and expenses if you are self-employed or an independent contractor.
Schedule V - 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

Links to Online Tools and Helpful Links.
Don't see the tools or links you need? Contact the office for assistance. 

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