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 sheet
* 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)
PLEASE PRINT THIS FORM OUT & SUBMIT WITH YOUR TAX DOCUMENTS
2022 Client Contact Information
2022 CLIENT CONTACT INFORMATION (1)_Fill[...]
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2022 CLIENT CONTACT INFORMATION (1)_Fill[...]
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