NEW CLIENT INFORMATION NEEDED
New clients will need to contact our office via telephone (516) 797-5005 to discuss their tax situation. The office staff will discuss this with you.
Please do not email us for information as we will need to go over what is involved with your tax preparation.
New clients will need to submit the following:
* a copy of your prior years tax return
* a completed Client Contact Information sheet
* all current year tax documents (see tax document checklist tab)
* payment for tax preparation (see payment options tab)
Reminder: please send copies only (you will keep your original documents)
PLEASE PRINT THIS FORM OUT & SUBMIT WITH YOUR TAX DOCUMENTS