Provided here are tax preparation and filing documents available for downloading in PDF format. To view and print any of these documents, you will need the Adobe Acrobat Reader which can be downloaded here.



To view documents, left-click on the link above. To download, right-click and "save target as".



This is our online organizer. It is a PDF version of what our clients receive in the mail or pick-up from our offices.
Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, alimony, etc.). Use the Estimated Income Tax Payment Vouchers to pay your quarterly estimated tax.
  • 2008 Estimated Income Tax Payment Vouchers Click here

IRS Instructions for Schedule K-1 explain how to report your share of income, credits, deductions, etc. shown on the schedule. You should use these instructions to help you report the items on your tax return.
  • Partnerships Form 1065 Schedule K-1 Instructions Click here
  • S Corporations Form 1120S Schedule K-1 Instructions Click here
Additional forms for your convenience .


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