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Forms & Worksheets

Our most popular forms and worksheets.

Tax Preparation Forms for Individuals

Every year, all clients are requested to submit a completed Tax Organizer form with your tax documents.
Tax Organizer 
POPULAR
Important worksheet, guide and reminder to help organize your tax docs.
New for 2026!

Clients now have access to our new TaxDome Client Portal. Your Tax Organizer is available directly in the portal as an online form. For your convenience, if you prefer to complete it offline, you may also download a fillable version using the links below—no printing required. Simply complete the form and upload it to your client portal along with your documents.

New Clients
Returning Clients
Client Engagement & Privacy Policy
POPULAR
Understand our terms and conditions and your privacy rights. 
NYC Consumer Bill of Rights 
Updated for 2025. 
Credit Card Authorization Form
Use this form to set up a credit card to pay a retainer or invoice.
Medical & Dental Expenses Worksheet (Schedule A)
Helpful worksheet for providing specific Schedule A expenses.
Charitable Expenses Worksheet (Schedule A)
Helpful worksheet for providing specific Schedule A expenses.
Donations Value Calculator (Schedule A)
Helpful worksheet for providing specific Schedule A expenses.
Child & Dependent Care Worksheet (Schedule CDC)
Helpful worksheet for providing important required information.
Rental Income & Expense Worksheet (Schedule E)
Helpful worksheet for providing important required information.
Head of Household Worksheet (Schedule H)
Helpful worksheet for providing important required information.
Unreimbursed Employee Expenses Worksheet (Schedule U)
Helpful worksheet for providing important required information.
Vehicle Expense Worksheet (Schedule V)
Helpful worksheet for providing important required information.

Tax Preparation Forms for Businesses

Business Income & Expense Worksheet (Schedule C)
Helpful worksheet for providing important required information.
Vehicle Expense Worksheet (Schedule V)
Helpful worksheet for providing important required information.

Business Client Forms

Business Formation & Incorporation Form
If you are creating an LLC, S-Corp, or Corporation fill out this worksheet.
COMING SOON
New Business Onboarding Form
If you are new business client fill out this worksheet. 
COMING SOON
Payroll - New Employee Form
If you are adding an employee to your payroll fill out this form.
COMING SOON
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