Client Portal, Forms, and Tax Information

Secure document access, downloadable forms, and helpful links available 24/7.

Tax Center

Download tax organizers, engagement letters, and filing instructions.

Person organizing documents in an open filing cabinet drawer filled with folders and papers.

2025 tax organizer

Download the blank organizer to gather your tax information. Makes preparation faster for everyone.
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2025 tax engagement letter

Review the terms of service for tax preparation. Clear expectations, no surprises.
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A laptop on a desk with notebooks, a key, pencils in a holder, and a glowing desk lamp, all set against window blinds at dusk.

E-filing instructions for individuals

Step-by-step guide for electronically filing your personal tax returns.
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Nighttime office desk with a computer displaying financial data, scattered papers, books, and a desk lamp with a city skyline in the background.

E-filing instructions for businesses

Instructions for electronic filing of entity returns—corporations, partnerships, LLCs.
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Desk with open leather organizer containing various papers and forms, a pen resting on documents, an orange file folder, and office supplies scattered nearby.

2025 payroll letter

Important payroll information and requirements for the current year.
Download
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1099 filing requirements

Guidelines for 1099 reporting and filing deadlines.
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Helpful Links

Quick access to government agencies and industry tools.

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Internal Revenue Service

Federal tax forms, guidance, and account access.
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Social Security Administration

Benefits information and account management.
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State of New York

Official New York State government portal.
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Illustration of the Statue of Liberty at night with the Brooklyn Bridge and city skyline in the background.

State of New Jersey

Official New Jersey State government portal.
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Silhouetted woman studying an illuminated, colorful map of the United States in a dimly lit office at night.

NJ Division of Taxation

State withholding requirements and contacts.
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U.S. Securities and Exchange Commission

Business filings, regulations, and investor information.
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SmartVault client portal

Secure document sharing and file access.
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