We thank you for
your interest in having our firm prepare your income tax
This page has been
designed to prepare new clients for the experience of their
We have two tax preparers: Joseph & Richard
During tax season (January to May) our office is extremely
busy. Please be prepared to be in our office
for one to three hours.
Long Forms START at $340
Our pricing will reflect additional forms and time if
When you arrive, you will be greeted by our receptionist in
the waiting room area. She will ask for your tax
documents so that our staff can begin creating your file
while you are waiting. Please fill out the
New Client Sheet prior to your
appointment. Click here to
view and print a copy.
Data Input and Verification
Your first meeting will be with a member of our staff who
has created your file in our tax software.
Our staff will verify basic information and ensure
all necessary tax documents such as W2s and 1099s have been
entered into the system.
Our Staff will also request bank information (savings or
checking routing and account numbers) so that you can
either receive your refund or pay your taxes owed directly
with the IRS and applicable states without mailing or
receiving checks. It is our recommendation that you
provide this information. Your cooperation
with our staff members is imperative.
It is important to ensure with the staff member that all
information entered is accurate. Once you have
completed this process, you will be asked to return to
the waiting room. The next meeting you will have will
be with your tax preparer.
Completion of Return
Joseph or Richard will meet
with you to discuss or finalize your return.
If you are itemizing or taking deductions (long form)
please make sure you provide all the necessary numbers in
order to complete your return.
Once completed, both Federal and State tax returns will be
You will be provided with a hard copy of your return, as well as a PDF copy via
email upon your request.
If you are unable to wait, you may fill
out a Drop Off Sheet and fax your documents to (718) 832-4924 or
securely send documents here. Please
understand that we accommodate clients who make appointments
so they may discuss their tax situation with Joseph or
Richard. Unless your tax return warrants discussion
from a tax preparer, you will only receive a call from one of
our staff members to verify information and collect any
information that is necessary to finish your return.
Joseph and Richard are the only two tax preparers and will
complete your tax return. Our receptionist will then
call you upon completion. You may pay over the phone
and we can email your documents, or you may come to pick up