Please use the tax organizer below to help us prepare your taxes in the most expeditious and accurate manner.
The information you provide will enable us to maximize your deductions, minimize your taxes and thoroughly comply with the Federal and state laws. Take time to review each item. If you have any questions let us know.
For optimum efficiency, we request that clients send us all pertinent data in a PDF format. As our office has gone paperless, we will charge a fee for any printed material. We also ask that all emailed information is identified.
Need help or have questions? Call our office today.
Accountant and Business Adviser, New York, NY and Montclair NJ
File Taxes Intelligently. Accountant, NYC - NJ