Beth Kayser, CPA - tax forms for accounting purposes

These forms are provided so that you can complete them at your own convenience.

Helpful Forms for Download

All of the following forms are available for download and may be printed and filled out to return to our office.

2023 Individual Tax Questionnaire

Please complete the following questionnaire and submit it to us with all of your year end documentation.
» 2023 Individual Tax Questionnaire adobe acrobat pdf file for informational download

Items Commonly Needed

Please review this brief checklist with common items requested for a tax return.
» Items Commonly Needed adobe acrobat pdf file for informational download

NYS ID Requirements

New York State requires your driver's license number in order to electronically file your return. Please fill in the attached form to provide us with your information.
» NYS ID Requirements adobe acrobat pdf file for informational download

Representative Authorization Form

Please fill in this form if you would like to authorize us to provide your information to someone other than yourself.
» Representative Authorization Form adobe acrobat pdf file for informational download

2022 Business Tax Questionnaire

Please complete the following questionnaire and submit it to us with all of your year end documentation.
» 2022 Business Tax Questionnaire adobe acrobat pdf file for informational download

Individual Tax Services

Tax Planning:

Not only is it important to stay current with annual tax filings, it is also advantageous to stay on track and meet your financial goals throughout the year.
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Forms:

» All forms are available here.

Business Tax Services

Tax Return Preparation:

We not only prepare quarterly and annual payroll tax returns for small businesses (Forms 941, 940, NYS-45 and W-2s), but we also ...
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Financial Statements:

» A financial statement is an analysis used by Internal Management and/or External Sources, such as a ... more info

Make an Appointment

Contact the Team:

Call or email Grasso & Kayser, C.P.A.s PC.
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All Tax Services:

» We offer a substantial variety of tax services available here.

Grasso & Kayser, CPAs PC

Phone: (518) 372-4070

Fax: (518) 723-2023

2504 Albany Street
Schenectady, NY 12304

Hours:
Monday through Friday
9AM to 5PM
Saturday (February 15 to April 15)
10AM to 2PM

News

Your 2023 Individual Tax Return is Due Monday April 15, 2024.

Once you have gathered all your tax information, feel free to drop off your information to the office. We have a secure drop box to the left of the door for you to leave your information after hours. If you find that you need an appointment, please feel free to contact the office.