Beginning the first weekend after the Lunar New Year until the weekend before April 15th (or due-date determine by the the government). Our office hours during this period are 10:00am - 6:00pm weekdays and 10:30am - 4:30pm on weekends.

We highly encourage all our clients to gather all the necessary documentation and forward it to our office at the earliest. This will ensure timely preparation and governmental acceptance without delays and rejections.

Please review your prior year returns and make note of any changes, such as:

• Income

• Filing Status

• Retirement

• New Investments

• Real Estate Transactions

• Changes in Dependents

• Medical/Dental Expenses

• Charitable Contributions

Provide copies of any supporting documents that you received (W-2s, 1099s, Closing Statements, etc.).

If there were only minor changes during the past year, established clients do not have to schedule an interview, since we already have all the necessary baseline information. You can forward your new filing documents to us by postal mail, bring it to the office or upload it digitally.  Please retain a copy of your documents.

The preferred method is to send us your documents in digital format.  All we need is your email address and we'll send you a secured link to upload your files.  Follow the simple instruction to select all the necessary files (PDFs, images, notes, etc.) that's on your computer.  It’ll be uploaded to a secured location for us to retrieve.  For security reasons, the link is time sensitive and our system will reject any redirects, password encrypted files or questionable formats.   

If you are required to file a New York State tax return; state regulations require the ID number from your valid state issued driver's license or state issued ID card as well as the issue and expiration date.

We do not review returns, that you prepared or was prepared elsewhere.  It would require us to prepare a complete set of returns, compare it and explain if it should have been done differently. This will always result in a significant higher cost to you.

As the deadline approaches and your documents are incomplete, it may be necessary to file for an extension.

It may be necessary to contact you in the evening to discuss your returns before finalization.  It is very important that we have a phone number where we can contact you during the day and evening.  Also, your email address by today standard is essential.

In compliance with the Paperwork Reduction Act. Your tax returns are required to be filed by us electronically.  We must have your signed e-file authorization form(s) returned to us giving us permission to file on your behalf; and our processing fee settled before we can transmit your returns.      

You will receive a complete digital set of your returns as a pass-worded printable PDF.  If you request a paper hard copy, there is an additional processing and handling fee.  

We thank you again for the trust you have shown in us.

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 We are currently only conducting scheduled phone or video conferences.

During our normal business hours, the office is open for drop-off and pickup of documents.

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