Resources

Tax Resources & Client Tools

We have compiled a collection of tax resources, forms, and calculators to help you better understand tax-related matters and prepare for tax filing season.

These resources are provided for educational purposes and are not intended to replace personalized tax advice.

Tax Intake Forms

Our tax intake forms help us gather the information needed to prepare your return efficiently and accurately. New clients should complete the appropriate intake form and provide copies of prior-year tax returns when available.

Completed forms may be submitted through our secure client portal, mailed to our office, or delivered in person.

Personal Tax Intake Form

Business Tax Intake Form

IRS Forms & Publications

Need an IRS form or publication?

The Internal Revenue Service provides downloadable tax forms, instructions, and publications covering a wide range of tax topics. These resources can help taxpayers better understand filing requirements, deductions, credits, and other federal tax matters.

IRS Tax Forms Library

Tax Calculators

The calculators below are provided for educational purposes only. Results are based on information entered by the user and should not be considered tax advice.

Federal Income Tax Calculator -
Estimate your federal income tax liability.
Tax Refund Estimator -
Estimate a potential federal tax refund.
Tax Bracket Calculator -
Determine your current federal income tax bracket.
Self-Employment Tax Calculator -
Estimate self-employment tax obligations.
Payroll Withholding Calculator -
Evaluate whether payroll withholding adjustments may be appropriate.
Capital Gains Tax Calculator -
Estimate potential capital gains tax liability.
Social Security Tax Calculator -
Estimate how Social Security benefits may impact your tax situation.
Standard Deduction vs. Itemized Deduction Calculator -
Compare available deduction methods.
Estate Tax Calculator -
Estimate potential federal estate tax exposure.
Mortgage Tax Savings Calculator -
Estimate potential tax benefits associated with mortgage interest deductions.
Section 179 Deduction Calculator -
Estimate potential business tax savings from Section 179 deductions.

Helpful Tax Resources

Internal Revenue Service (IRS) -
Access federal tax forms, publications, instructions, and taxpayer resources.
New York State Department of Taxation and Finance -
Find New York State tax forms, filing information, and taxpayer resources.
Tax Withholding Estimator -
Review your federal tax withholding and determine whether adjustments may be beneficial.
IRS Payments -
Access official IRS payment options.
IRS Refunds -
Access official IRS refund tracking resources.

Secure Client Portal

Protecting your personal information is important to us.

Clients may securely exchange documents, complete questionnaires, and submit tax records using our secure client portal. We strongly recommend avoiding the transmission of tax documents through unsecured email whenever possible.

Need Help?

If you have questions regarding tax preparation, tax advice, tax analysis, or tax projections, please contact our office.