Below are ready for download: A. Annual Client Kick-off Letter (Adobe Acrobat format) The letter was mailed to your home address on record with us. If you did not receive it please download it below. If you moved since the last tax filing kindly contact our office to advise new address.
B. Enhanced Client Information Worksheet - (MS Excel format) The worksheet is designed to meet most of your information gathering and organization requirements. Use it to summarize key information. Keep in mind that it is only a tool to help you think through information the type of information that may be beneficial in completing tax returns, and not meant to be all inclusive. Some sections may not apply in your case. Feel free to modify as necessary or provide in your own format. Some sections allow break-out of information by spouse. We will go through all of your particulars during the interview process. Where possible, it is preferable to receive information in Excel readable format or table. Always send information via our secure server (see tab: "Send Forms Securely"), regular USPS or Fax (732-792-0341).