** FORMS - FORMS & MORE FORMS **
Please contact me if you have issues printing any of the forms
The forms are to be used as go by’s for different situations. Not all forms will apply to all of my clients and in no way do these forms take the place of meeting with me or talking with me. The forms are not all inclusive, they are meant to be a starting point for putting your tax return information in order so I may OBTAIN THE LARGEST TAX REFUND POSSIBLE FOR YOU. Listed below are the names of the forms available for your use. Please use the links located on the Links page in order to open the document and fill out the form to the best of your availability (most forms are PDF fillable) - remember this is just a starting point.
If you, or your spouse, is a veteran (thank you for your service) please see the links page for veteran forms as you are entitled to an additional NJ deduction which will result in a larger refund.
New Client Questionnaire
Engagement Letter Personal Returns
Engagement Letter Corp Returns
Medical Expenses
Charitable Contributions
Charitable Contributions Guideline
Small Business Owner - Self Employed
Owner of Rental Property
Sale of Stocks & Bonds
Teacher
(just remind me that you are a teacher. I will enter the IRS allowable deduction for out of pocket expenses)
NJ Veteran Information
NJ Veteran Deduction Form
Contact: Mark B. Lazarowitz, CPA
MARKLAZ12@GMAIL.COM
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