NEW CLIENT INFORMATION NEEDED

New clients will need to contact our office via telephone (516) 797-5005 to discuss your 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 

     * contact information - complete the CLIENT CONTACT Information sheet 

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

     * payment for tax preparation

 

PLEASE PRINT THIS FORM OUT ~ DO NOT  EDIT/COMPLETE THIS FORM ON THE WEBSITE

2020 CLIENT CONTACT INFORMATION SHEET
This form must be completed and submitted with your tax documents to ensure that all information is correct and properly updated.
2020 Client Contact Info.pdf
Adobe Acrobat document [102.9 KB]