CLICK HERE TO SCHEDULE AN APPOINTMENT.
PLEASE
CALL IN CASE OF SNOW! RING SIDE DOOR BELL.
SAME DAY
APPOINTMENTS BY PHONE ONLY.
PLEASE BRING
A COPY OF THE FOLLOWING:
YOUR DRIVERS
LICENSE
FORM(S):
1095A, 1095B, OR 1095C, whichever you receive
PROOF
OF CHILD'S RESIDENCE FOR EARNED INCOME CREDIT: SCHOOL/OR MEDICAL RECORD WITH CHILD'S NAME &
ADDRESS
COPY OF BIRTH CERTIFICATE
PLEASE BRING A COPY OF YOUR LATEST PAYSTUB SO WE CAN CHECK YOUR WITHHOLDING UNDER THE NEW TAX LAW.
PLEASE NOTE: THE IRS DOES NOT CONTACT TAXPAYERS BY PHONE OR EMAIL. ANY CALL OR EMAIL THAT
PURPORTS TO BE FROM THE IRS IS A SCAM. PLEASE DO NOT RESPOND TO THIS PHONE CALL OR EMAIL, AND MOST IMPORTANT, DO NOT
GIVE OUT ANY PERSONAL INFORMATION.
AUTO AND TRAVEL EXPENSES . THE
GOVERNMENT IS REQUIRING PREPARERS TO ASK LOTS OF QUESTIONS! IF YOU DONT
HAVE DOCUMENTATION AT THE TIME YOU RECEIVE A GOVERNMENT NOTICE REQUESTING INFORMATION,
I WILL NOT BE ABLE TO REPRESENT YOU.
WE NEED TO SEE PROOF OF
CHARITABLE CONTRIBUTIONS. YOU NEED TO HAVE A LIST SHOWING THE DONATED VALUE AT THE TIME YOUR RETURN IS PREPARED.
IRS REFUND HOTLINE: 1.800.829.1954 FORM
1040
NYS REFUND HOTLINE: 1.800.443.3200 FORM IT-201
CLICK HERE TO GET A PERSONAL INCOME TAX ORGANIZER
CLICK HERE TO DOWNLOAD A BUSINESS EXPENSE ORGANIZER
CALL 1.631.385.3137 FOR CHARITY VALUATION LIST

We are proud members of the following
organizations:
NATIONAL ASSOCIATION OF ENROLLED AGENTS
NATIONAL ASSOCIATION OF TAX PROFESSIONALS
NYS SOCIETY OF ENROLLED AGENTS
NCPE FELLOWSHIP