Forms and Checklists
The following forms will help you prepare for the upcoming tax season:
- 1040 Engagement Letter (PDF)
- Business Engagement Letter (PDF)
- Client Tax Organizer (PDF)
- Car and Truck Expense Worksheet (PDF)
- Consent to Disclose Tax Return Information (PDF)
- Consent to Use Tax Return Information (PDF)
- Value Guide for Donated Non-Cash Contributions (Excel)
The following NYS Department of Labor Forms are for Employers
- Pay Rate and Payday Weekly Rate/Salary for Fixed Hours
- Pay Rate and Payday Prevailing Rate
- Pay and Payday for Hourly Employees
- Pay Rate and Payday Multiple Hourly Rate Employees
If you are ready to set your annual tax appointment or have any questions, please call us at 716.667.2577.
