Financial Tools

Blank Tax Organizer

A packet that you may print, fill out and bring with you when we meet.
Download Tax Organizer (PDF)

Budget Worksheet

An Excel worksheet that can be used for budgeting.
Download Budget Worksheet (.xls)

Estimated Tax Payment Vouchers

Federal
http://www.irs.gov/pub/irs-pdf/f1040es.pdf

NYS
http://www.tax.state.ny.us/pdf/2008/fillin/inc/it2105mn_2008_fill_in.pdf

Resources

IRS Contacts

By Phone:  1-800-829-1040

Tax Refund Status
https://sa1.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp

NYS Contacts

List of Phone Numbers
http://www.tax.state.ny.us/nyshome/telephone.htm

Individual Income Tax Refunds
https://www8.nystax.gov/PRIS/prisHome

Unclaimed Funds Search
http://www.osc.state.ny.us/ouf/

Other Agencies

Social Security Administration (local office)
518-382-1001

Our Humor

Although the name has changed, our sense of humor is still the same. Every January we send out tax organizers to our clients. Most do not really care about the organizer but rather the cover letter that accompanies it. For a sample of our sense of humor, click here.