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2023 Tax Packet

• 2023 Tax Preparation Engagement Letter – Individuals
• 2023 Tax Preparation Engagement Letter – Businesses
• Privacy Policy
• Schedule A Worksheet – Itemized Deductions (fillable)
• Schedule C Worksheet – Business Income & Expenses (fillable)
• Schedule E Worksheet – Rental Income & Expenses (fillable)
• Authorization for Direct Deposit/Debit

Federal Forms

• 2024 Fed 1040-ES – Personal Estimate Vouchers (fillable)
• 2024 Fed W-4 – Employee’s Withholding Certificate (fillable)
• Form W-9 – Request for Taxpayer ID Number (fillable)

State Forms

• 2024 CT 1040-ES – Personal Estimate Voucher
• 2024 CT W-4 – Employee’s Withholding Certificate

Client/Administrative Forms

• New Client Info Form – Individuals (fillable)
• New Client Info Form – Businesses (fillable)
• Credit Card Authorization (fillable)

Employment Forms

• 2024 Federal W-4 – Employee’s Withholding Certificate
• 2024 CT W-4 – Employee’s Withholding Certificate
• Form 8850 – Work Opportunity Credit Pre-Screening and Certification
• Form I-9 – Employment Eligibility Verification (must be downloaded in order for form to open properly)

The tools below can be used to search for additional federal and state tax forms.