Forms and Letters

Important Updates:

For Clients with dependent children: Please bring a birth certificate for every dependent child and a doctor or school record which shows your address!

If you updated your drivers license during 2020, please provide us with a copy.

Don't forget your HEALTH INSURANCE CARDS or Form 1095-A, 1095-B or 1095-C from your employer for NJ requirements.

Please print these three forms, sign and complete and include them with your important documents

2020 Engagement Letter

2020 Client Information Sheet

2020 Foreign Checklist

If you need a list of items to bring with you to your tax appointment, please see the list below!

List of Documents needed to prepare 2020 1040 Tax Return

IRS Power of Attorney - Form 2848

Form 2848


Payroll Forms:

2020 W-4 Form

I-9 Form and Instructions.pdf

W-9 Form.pdf

Other Resources:

Gambling Winnings Publication: Gambling Winnings and Losses.pdf

Salvation Army Guide: Salvation Army Guide.pdf