Tax Season Appointments

Here's everything you need to know about scheduling your appointment and preparing for your tax return:

Scheduling

• Schedule your appointment by calling us at 516-971-0127

Zoom Appointments

• If you prefer a virtual appointment, we offer zoom consultations.

Email or Mail-In Options

• Email or mail your tax documents to us.

What to Bring to Your Appointment

New Clients Only:

• Prior tax returns
• Drivers license (picture of front/back)

Current & New Clients:

• Income documentations (W-2's, 1099s, interest statements, dividend statements, and other income-related documents.

Deductions:

• Mortgage interest statements (Form 1098)
• Real estate taxes paid
• Donations
• Medical expenses
• Education expenses (Form 1098-T and 1098-E)
• Child care expenses

Other/Misc Documents:

• Unemployment income (Form 1099-G)
• Retirement statements (Form 1099-R)
• Investment statements

Payment Options:

• We accept Venmo, Zelle or Check. Payment is required before your tax return is filed.