​Resources*
ShareFile Guide - updated 2017
IRS Pub 561: Determining the Value of Donated Property
IRS Pub 526 Charitable Contributions 2016
Goodwill Valuation Guide
DontateGuide.com 
Salvation Army Donation Value Guide
When to Shred - A Guide to Managing Paperwork

​New Clients
New Client Information Form - Personal  Fillable!
New Client Information Form - Business  Fillable!
New Client Information Form - Trust/Estate  Fillable!

Existing Clients
Updated Contact Information Fillable!

Tax Prep
2017 Engagement Letter NEW!  FILLABLE!
2018 Blank Tax Organizer COMING SOON! 
2018 1099/1098 Services - Instructions COMING SOON!
2018 1099/1098 Worksheet COMING SOON! 

Links*
Sharefile
Internal Revenue Service
Social Security Administration
Small Business Administration
State of New Jersey Taxation
NJ Business Gateway Services

*Resources and links are provided as a convenience. These may be updated at any time by the source.