Client Resources

Tax Organizer for US Single or Married filing seperated Individuals
Use this online form to provide detailed information for tax filing. If you are a new client, please provide all details. If you are a recurring customer fill out what ever changed.
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Tax Organizer for US Expats
Use this online form to provide detailed information for tax filing. If you are a new client, please provide all details. If you are a recurring customer fill out what ever changed.
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Tax Organizer for Foreigners Earning Income in the US
Use this online form to provide detailed information for tax filing. If you are a new client, please provide all details. If you are a recurring customer fill out what ever changed.
tax, irs, accountant, NYS
Tax Organizer for Business
Owners
Use this online form to provide detailed information for tax filing. If you are a new client, please provide all details. If you are a recurring customer fill out what ever changed.
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Tax Organizer for Rental
Properties
Use this online form to provide detailed information for tax filing. If you are a new client, please provide all details. If you are a recurring customer fill out what ever changed.
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Foreign Assets Reporting
Use this online form to provide detailed information for foreign assets reporting. If you are a new client, please provide all details. If you are a recurring customer fill out what ever changed.
tax, irs, accountant, NYS
Tax Organizer for US Married filing jointly
Please fill in your email and your spouse email in the contact form below and click send. You will recieve an email with a link to complete and sign the tax organizer. Note: only one spouse needs to fill out the entire form but both spouses need to sign.

Need help check refund, fill out the form below

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Check Tax Refunds Online

To check refund You need social security number, filing status, filing date and extact refund amount.

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tax, irs, accountant, NYS

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Service Agreement
Please click your type of eSign Service Agreement 
on the right side for tax resolution services/audit services or other consultancy services.  
tax, irs, accountant, NYS

business

Individual

Consumer bill of right and pricing

tax, irs, accountant, NYS