ALL CLIENTS (current and new)

We are asking that you complete this form to provide us with the most up to date information for your file. 

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.
This payment was sent out in Spring/Summer of 2020. ($1200 for single filers, $2400 for joint filers plus $500 per qualifying child) Please let us know how much you received (if you received a payment).
This payment was sent out in late December 2020/early January 2021. ($600 per person including qualifying children) If you didn't receive it by January 15, 2021 but qualify, it will be reflected in your tax refund when you file. Please let us know how much you received (if you received a payment).
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.
This site uses Google reCAPTCHA technology to fight spam. Your use of reCAPTCHA is subject to Google's Privacy Policy and Terms of Service.

Thank you! Your message was sent successfully.