Forms & Worksheets
CLIENT ONLY AREA
We are pleased to provide these organizers, forms and worksheets to our clients. Please click on the file below to access the paperwork. Contact the office if you are a current client and cannot locate the password sent previously via email.
Our proprietary paperwork is not available for the general public or other tax practitioners.
2019 ORGANIZERS & WORKSHEETS
2019 Tax Organizer (use this if you are a U.S. citizen, U.S. resident, or Green Card holder)
2019 Tax Organizer - U.S. Citizen Overseas (use this if you are a U.S. citizen residing outside the U.S.)
2019 Tax Organizer - Non-Resident Alien (use this if you are on a student visa, if your days in the U.S. are excluded, or you came to the U.S. in 2018 and did not have substantial presence)
If you are unsure which Organizer to use, please contact the Office at 347.598.0111 or email Abby directly at firstname.lastname@example.org to describe your situation.
Head of Household Worksheet - YOU MUST COMPLETE THIS FORM IF YOUR FILING STATUS IS HEAD OF HOUSEHOLD
2019 Rental Property Worksheet - properties in the U.S. and overseas