Forms & Information

Tax Information Worksheets

Below are worksheets for you to complete. You can bring these to your tax appointment or you can fill them out and email them to the office. The .xls version can be downloaded and completed in a spreadsheet application. The .pdf version can be printed and filled out manually.

We can send you a customized checklist based on your previous tax returns to help you prepare. Email requesting "Checklist" in the subject of the email. Or call 518-822-1673 to request one by postal mail.

Tip for those who are emailing me information: There are several free apps that make scanning documents quick and easy. There are options in both Android and iPhone app stores to choose from.

Annual Information - Required Information

Required for ALL returns.

Personal Return Information and Checklist

Business Worksheets and Information

Rental Property Worksheets