​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
2018 Engagement Letter - Personal NEW!  FILLABLE!
2018 Engagement Letter - Business NEW!  FILLABLE!
2018 Blank Organizer - Personal 
2018 1099/1098 Services -  NEW!  
2018 1099 Information Worksheet NEW!  FILLABLE!
          2018 1099 Worksheet (additional pages) FILLABLE!

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.