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