For current Schwartz & Schwartz clients, we’ve assembled the most requested links, info, and downloadable forms on this page.
Need more help? Give us a call at 781.938.0045 or email firstname.lastname@example.org – we’re happy to help!
COMMONLY USED FORMS:
To Request Documents:
Tax Return Clients:
- 2016 New Client Blank Tax Organizer
- What to bring to your Tax Prep Meeting
- Professional Expenses Worksheet – pdf
- Spreadsheet for Sch C Expense Tracking
- Common Professional Expenses for Healthcare Professionals
- Common Retirement Plans for Self-Employed Individuals
- 2016 Tax Projection Worksheet – Interactive
For Practice Accounting Clients:
- QuickBooks Tips – by Andrew Schwartz
- ACH Authorization Form – Recurring Payment
- ACH Authorization Form – One time payment
- Form ST-10
- Form ST-13
Online Helpful Calculators:
Directions to Our Office
We are conveniently located near the intersection of Routes 93 and 95/128 in Woburn. For Google Map directions, click here
Our address is: 8 Cedar Street, Suite 54, Woburn, MA 01801
From Boston, take Route 93 North to Exit 36 and make a left onto Montvale Ave. Follow Montvale Ave. 1/4 mile and turn right onto Washington St. Follow Washington St. 1 mile to the second traffic light and turn left onto Cedar Street. Immediately on your right is the entrance to Chestnut Green. Our office is located in the building on the left, 2nd floor, next to the elevator, suite 54.
From points South and West, take Route 95/128 North to Exit 36, Washington St., Woburn. Make a right off of the exit ramp and follow Washington St. for 1/2 mile, passing Dunkin Donuts and Staples. At the next traffic light bear right onto Cedar St. Immediately on your right is the entrance to Chestnut Green. Our office is located in the building on the left, 2nd floor, next to the elevator, suite 54.
From points North and East, Take Route 95/128 South, Exit 36, Washington St., Woburn. At bottom of ramp, bear right. Go up the hill, then bear right onto Washington St. (If you go straight, you’ll end up in the Kohl’s parking lot.) Go over the highway, through 2 lights, then follow for approximately 1/2 mile further, passing a Dunkin Donuts and a Staples. At next light, by the LukOil Gas Station, bear right onto Cedar Street. Go 100 yards, and on the right is the entrance into Chestnut Green, which consists of two green colonial buildings. Our office is located in the building on the left, 2nd floor, next to the elevator,Suite #54.
Book an Appointment
For tax season (January – April), we use an online scheduling tool or you may contact our office at 781.938.0045 or by email at email@example.com
For non-tax season (May-December), please contact our office at 781.938.0045 or by email firstname.lastname@example.org
Helpful PDF: What to Bring to Your Tax Prep Meeting
Client Portal Log In
Pay Your Invoice
Tax Projections Worksheet
Want to make sure you don’t have any surprises next April 15th? Have a mid-year tax projection calculated for you by our office!
If you have self-employment income, a job change, multiple sources of income, your marital status changed, or you just want to see where you stand tax-wise, then you’ll find our projection to be very helpful. We’ll advice you on adjustments to make to your withholdings and/or estimated tax payments based upon your projected tax liability.
To begin, complete our 2016 Income Tax Projection Worksheet below, send it to our office, and send in your most recent (or final) pay stubs from each of your employers:
Request Copies of Your Documents/3rd Party Release
We will gladly fax or mail duplicate copies of your tax returns and W-2s to a Third Party (such as a Mortgage Company). Please note that there will be a small fee for this service, listed on the Release Form (below). To Request copies, please:
Complete the Authorization To Release Form, sign and return to our office with payment.
- You can mail the form and payment to us at Schwartz & Schwartz, PC, 8 Cedar Street, Suite 54, Woburn, MA 01801
- You can fax the form to us at 781.938.0185 and pay the fees online through PayPal.
Contact us today at 781.938.0045.
We’re here to help!