New Clients - Please fill out this form. 

Current Clients - if you had changes in the last year, please fill out this form.

If you have any questions or would prefer to update us over the phone, please feel free to call the office at 845.429.4383.

Thank you for your assistance! 

Please Provide the following: State - ID Number - Issue Date - Expiration Date - Document Number (NYS Only) If you do not have a license write in N/A. You may also submit this information along with your tax documents.
Please Provide the following: State - ID Number - Issue Date - Expiration Date - Document Number (NYS Only) If you do not have a license write in N/A. You may also submit this information along with your tax documents.
If you need to add any new dependents for the 2020 tax year, please let us know the name, gender, relation to taxpayer, date of birth and social security number for any newly added dependents. (This information can be submitted with your tax documents.)
**Returning Clients: Please provide the last 4 digits of your account number so we can verify we have the correct one on file.** If you would like any potential refunds directly deposited into your bank account, please provide, or if a returning client, confirm, your bank account number, routing number, name of institution and type of account (checking or savings). You may also submit this information along with your tax documents.
If you received any of the Advance Child Tax Credits, please let us know how much you received as we need to include it in your return to accurately calculate the remainder of the credit you are entitled to.
If you received this payment of $1400 per eligible person in or around March 2021, please let us know how much you received.
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