You may schedule a meeting or just mail in your tax documents:

IF MAILING IN YOUR TAX DOCUMENTS:

 

All clients are able to submit their tax documents to the Massapequa Park office and do not need to schedule an appointment.  Forward all documents at one time along with payment to our Massapequa Park office.  All documents must be removed from their envelopes and verified to be correct.  Please do not send us any receipts (just send a breakdown of your expenses).  Keep receipts for your own records.

You may mail your documents or drop them off at the Massapequa Park office location.  

 

We strongly recommend that you send your documents with tracking so that you know we have received them.  

 

We cannot accept faxed or emailed documents as we cannot ensure that all of the proper documents were received.

 

IF SCHEDULING AN APPOINTMENT:

 

You must call the office on (516) 797-5005 to schedule an appointment.  

No appointments will be scheduled via email. 

Bring all of your tax documents along with payment to your appointment (do not mail them prior to your appointment).  Be sure to remove all documents from their envelopes and verify that your information is correct.  Please send year end documents only (quarterly statements are not needed).

Please note that all appointments must be scheduled prior to March 29, 2018 which will be the last day of appointments.

Anyone calling in after this date will be placed on extension.   

 

EXTENSION REQUEST:

 

Current Clients who wish to be placed on extension may send an email or fax with your name and current address stating that you wish to be placed on extension for the 2017 tax season.  This request must be received by March 31, 2018.  Note:  your tax documents must then be submitted to our office no later than September 15, 2018 to ensure they are completed by the October 15th extension deadline.

 

For New Clients please send an email or fax which includes your name, current address and social security number.  Also, we will need to know the person who referred you to the office.

Massapequa Park Appointments

     Massapequa Park appointments will be held on:

                                         Mondays from 9 am through 5:00 pm

                                         Fridays from 1 pm through 5:00 pm

                                         Saturdays from 9 am through 3:00 pm

 

NYC/Manhattan Appointments

      NYC/Manhattan appointments will be held on:

                                      Wednesdays from 9 am through 4:30 pm

                                      Thursdays from 9 am through 4:00 pm