Tax Document Library

2021 Tax Organizer

2021 Tax Organizer

We've condensed the organizer this year to just two pages for your ease. Please fill out before your appointment.

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Tax Authorization Form (TIPA)

Tax Authorization Form (TIPA)

This form is required to be signed before we begin preparing your taxes.

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Frequently Asked Questions

Frequently Asked Questions

For your convenience we put together a list of the top tax questions we get.

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Where's my refund?

Where's my refund?

Here is a list of the phone numbers and websites to track your refund. (We recommend using the websites for quicker answers).

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Veteran Income Tax Exemption Submission Form

Veteran Income Tax Exemption Submission Form

As of 2020, all eligible veterans in New Jersey can claim an additional exemption. Please fill out the form to receive your eligibility letter.

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2021 Tax Planning Guide

2021 Tax Planning Guide

In this guide, we will explore where your tax dollars go and some of the ways tax filing may look different in 2021 as well as what you can do to prepare.

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