• NYS Drivers Licenses Needed:  NYS, in an effort to combat fraud, is requiring us to enter both your ID # and Document # from your license, permit or State issued ID card in order to e-file your return. Please remember to have that information available for both taxpayers.
• Unemployment: 
• Payment Options:  We accept payment via cash, check or credit card at the time of your appointment. We do not extend time payments.
• We’re Engaged:  A signed Engagement Letter and Privacy Policy is required.  Please read the Engagement Letter carefully as it outlines what we both expect of each other in order to have a successful tax preparation experience and relationship.  Please bring a signed copy with you to your appointment, or when you drop off your materials for preparation.
• Additional Due Diligence Requirements:  As yet another method to crack down on the abuse of valuable tax credits, IRS has mandated additional requirements on paid preparers to ensure that the credits are going to those taxpayers that truly qualify for them.  If you are eligible for Earned Income Credit, Child Tax Credits and American Opportunity (Tuition) Credit, we will be required to document by asking pertinent questions and reviewing proof of residency and dependency documents. This is especially important if you are claiming a child under 17 that does not live with you, is not your biological child, or if you are self-employed.
• List of Acceptable Documents (must show name and address where the child resides):
  • School records
  • Medical Records
  • Health Insurance Forms
  • Landlord Statement
  • Day Care Statement
  • Social Services Letter
  • Proof of Disability
• For American Opportunity Credit (Form 1098-T, you may have to download)
  • Billing Statement showing payments, loans, grants
• If not your Biological Child:
  • Proof of Relationship
  • Foster Care Placement or Adoption Papers

Click here for an itemized list of what to bring to the appointment.

Suggestions

• Review the Due Diligence Documents needed for any of the refundable credits. 
• Read and sign the Engagement Letter and complete the ACA and Info Update form.
• Remove all your tax forms from their envelopes and don’t staple things. We scan all documents for verification.
• “Same as last year” is not a number we can put on your tax return.
• We prefer to have ‘adult time’. Please make arrangements for your children.
• Please feel free to drop off, fax or upload your info to us.
• If leaving a telephone message during or after hours, we will return your call as soon as possible during tax season.
• If you’re sick, stay home and call us to reschedule your appointment.
• Arrive on time.
• Be open to sitting with any of our experienced professionals.
• Be sure you have received all your information before we file your return. We don't know if you have received all the forms you need, but amendments are subject to additional preparation fees.
• We offer “no cash up front” options to pay us from your refund.
• No postdated checks accepted.
• By law, we cannot file your return without payment and all signatures.
• Extensions at your request are subject to a $50 deposit that will be applied toward your return preparation in that calendar year. Requests must be made in writing via email or fax.