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.