Client Resources
Forms, checklists, payment instructions and practical information to help you work with Evening Star Bookkeeping Services.
What are you trying to do?
Prepare My Tax Return
See what documents Evening Star typically needs for individual tax preparation.
View Tax ChecklistPrepare My Business Return
Find year-end information commonly required for business and entity tax returns.
View Business Tax ChecklistPayroll & Employees
New hires, payroll changes, employee forms and payroll instructions.
Go to Payroll ResourcesMake a Tax Payment
Find official federal and New York tax payment information.
Tax Payment InstructionsNeed a Tax Transcript?
Step-by-step links to official IRS transcript tools when a prior-year tax return is missing.
IRS Transcript ResourcesCheck My Refund
Track the status of your federal or New York State income-tax refund using official government tools.
Check Refund StatusI Received a Tax Notice
See what to send Evening Star when you receive correspondence from the IRS or a state taxing authority.
Tax Notice InstructionsSecurely Send Documents
Access the Evening Star–approved secure document process.
Secure Document UploadSchedule a Meeting
Book time with Evening Star Bookkeeping Services.
Book a TimeForms & Downloads
Access frequently requested tax and payroll forms.
View Forms
Taxpayer Tools & Government Accounts
Plain-English help for the official government websites where your tax records live.
More specialized resources
For owners of pass-through entities, real estate holdings and foreign investments.
S Corporation Owners
Year-end checklist, shareholder basis records and owner compensation considerations.
S Corporation ResourcesPartnerships & K-1s
What to send when you receive a K-1, and what we need to prepare a partnership return.
Partnership & K-1 ResourcesReal Estate
Rental property checklists and real estate partnership document requests.
Real Estate ResourcesNonprofit Organizations
Year-end, grant documentation, reimbursement, board reporting and payroll allocation resources.
Nonprofit ResourcesPFIC & Foreign Investments
Documentation needed for foreign funds, foreign ETFs and other foreign investments.
PFIC Checklist
A note on security. Please do not send Social Security numbers, full bank-account numbers, tax-return files or photos of identification through an unsecured form or email. Sensitive information should move only through an Evening Star–approved secure method.