Items to Bring to Your Tax Appointment:

Personal (PDF)

Business*/Rental (PDF)
* Sole Proprietors, Partnerships, Corporations, LLC’s

Directions to our Office

Business Forms

• CLM Accounting Consent Form (.doc)
• New Health Insurance Marketplace Coverage Options Form (PDF)
• NYS Notice of Payrate and Payday (Hourly Workers) (PDF)
• NYS Notice of Payrate and Payday (Salaried Workers) (PDF)
• NYS New Hire Reporting (External Link)
• Employer Identification Number (External Link)
• Employment Verification Form I-9 (PDF)
• Form W-9 (request for ID number) (PDF – External Link)
• W-4 Federal Employee’s Withholding Certificate (PDF – External Link)
• NYS Employee Withholding form IT-2104 (PDF – External Link)
• NYS Sales Tax Rate Lookup (by address) (External Link)
• Per Diem Rates Lookup (External Link)
• STAR Application (property tax reduction) (PDF – External Link)
• Federal electronic payment system (EFTPS) (External Link)
• NYS Sales tax capital improvements vs. repairs for contractors publication (PDF – External Link)

2024 Important Numbers

• Federal Mileage Reimbursement Rate: 67 cents per mi
• IRA Contribution Limit: $7,000 ($8,000 if age 50 or older)
• 401(K) Elective Salary Deferral Limit: $23,000 ($30,500 if age 50 or older)
• SIMPLE IRA Contribution Limit: $16,000 ($19,500 if age 50 or older)
• Maximum earnings subject to Social Security Tax: $168,600

2023 Important Numbers

• Federal Mileage Reimbursement Rate: 65.5 cents per mi
• IRA Contribution Limit: $6,500 ($7,500 if age 50 or older)
• 401(K) Elective Salary Deferral Limit: $22,500 ($30,000 if age 50 or older)
• SIMPLE IRA Contribution Limit: $15,500 ($19,000 if age 50 or older)
• Maximum earnings subject to Social Security Tax: $160,200

Important Healthcare Websites and Forms

New York State Healthcare Exchange (Sign-up for healthcare here.)

Federal Health Care Exchange (healthcare.gov)