NEW CLIENT INFORMATION NEEDED

New clients will need to contact our office via telephone (516) 797-5005 to discuss their tax situation.  Please do not email us for information.

 

New clients will need to submit the following:

     * a copy of your prior years tax return 

     * complete the Client Contact Information 

     * all current year tax documents (see tax document checklist tab)

     * payment for tax preparation

Reminder: please send copies only (you will keep your original documents)

 

If you took out a Coronavirus-Related distribution in 2020 please be sure to include that information.  You will be subject to taxes on your 2021 and 2022 Income Tax returns.

 

 

PLEASE PRINT THIS FORM OUT & SUBMIT WITH YOUR TAX DOCUMENTS

CLIENT CONTACT INFORMATION
CLIENT CONTACT INFORMATION
2021 CLIENT CONTACT INFORMATION (1)_Fill[...]
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