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 2023, 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

Engagement 1040 Clients 2023

Client Information Sheet 2023

Foreign Checklist 2023

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 2023 1040 Tax Return

Payroll Forms:

W-4 2023

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