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