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  

     * dates of birth for all people listed on your income tax return

     * be sure to include health insurance information if you are not covered through

        your employer

     * a copy of your driver's license (front and back)

 

2017 Client Contact Information
2017 Client Contact Information.docx
Microsoft Word document [14.4 KB]