Forms
Statement of Clients Right and Responsibilities
| Statement_of_Clients_Rights_and_Resposibility_Form_20221019.pdf |
Net worth statement form
| networthstatementfillable_2024.pdf |
Employee authorization to release information form
| authorization_release_pension_salary_info_to_ella_royzman.pdf |
IRS authorization form 4506
| irs_form_f4506.pdf |
IRS authorization form 4506-T
| irs_form_f4506t.pdf |
NYS authorization to release tax returns
| nys_tax_returns_release_-_dtf505_fill_in.pdf |
Websites
Consumer Financial Protection Bureau (CFPB) has information on obtaining free copy of your credit report. click here
Internal Revenue Service. click here
IRS.GOV has a webpage where you can get tax records and transcripts. click here
TAX.NY.GOV has a webpage where you can access your New York State Tax Return. click here