Choice Tax Solutions Logo
  • Individual & Small Business Tax Preparation
  • Tax Problems
  • Audit Representation
  • Tax & Retirement Planning
  • New Business Consulting
  • International Matters
Choice Tax Solutions Logo

Individual & Small Business Tax Preparation
Tax Problems
Audit Representation
Tax & Retirement Planning
New Business Consulting
International Matters

Manhattan: 140 Broadway, Suite 4600 New York, NY 10005

Melville: 200 Broadhollow Road, Suite 207 Melville, NY 11747

phone: 347-598-0111 | email: abby@choice-tax.com


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.

Thank you.                             

 

2021 ORGANIZERS & WORKSHEETS

2021 ORGANIZERS

 

 

2020 Tax Organizer  (use this if you are a U.S. citizen, U.S. resident, or Green Card holder)

2020 Tax Organizer - U.S. Citizen / GC holder residing overseas (use this if you are a U.S. citizen or Green Card holder residing outside the U.S.)

2020 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 2020 and did not have substantial presence)

2020 Entity Organizer (C Corporations, Partnerships, S Corporations, Multi-Member LLCs)

If you are unsure which Organizer to use, please contact the Office at 347.598.0111 or email Abby directly at abby@choice-tax.com to describe your situation.

 

WORKSHEETS

2020 Head of Household Due Diligence Worksheet - YOU MUST COMPLETE THIS FORM IF YOUR FILING STATUS IS HEAD OF HOUSEHOLD

2020 Form 1099-NEC & 1099-Misc Worksheet

2020 Foreign Account Report (FBAR) Filing Package

2020 NYS Annual Filing Fee - LLCs, LLPs and certain Partnerships

2020 Self-Employment Worksheet

2020 Dependent Care Expenses

2020 Rental Property Worksheet - properties in the U.S. and overseas

2020 Unreimbursed Partnership Expenses

2020 AirBnb Worksheet