Drop Off Service

As you know, tax documents are not always easy to understand.  Misreading and/or overlooking information on them can result in errors on returns.  With the complexity of some returns and the forms which need to be filed, we find that we often need to physically see certain tax documents in order to accurately complete the return. For these reasons, we recommend that clients consider providing us with copies of their tax documents, especially clients who have investment or business income. We have found that this method decreases the likelihood of errors on returns, reduces the time that you need to spend on the phone with us, and helps us provide you with your highest possible refund.

Telephone Interview

If you would like to schedule an interview over the phone you can reach us at (518) 729-3042. If no one is available you can leave a message and we will get back to you as soon as possible. As a courtesy, please do not call after 8:00pm.

E-mail / Client Portal

To email your tax documents simply scan them into your computer or take a picture of them with your phone and then send them via email to Allen or Shawnte.

You can also upload your documents to our new client portal. This is available exclusively to our clients so if you are interested in using this method we will need your email address so that we can send you an invitation to register for your own personal account. To register all you need is a valid email address. The system will have you create a user name and password. Once you have registered you can access the portal and upload your documents. Once your documents are uploaded Allen and Shawnte can easily access them. When all of the documents needed to file are uploaded to your portal send an email to Allen or Shawnte Letting them know that you are ready to have your return prepared.

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Telephone Interview

During the telephone interview you will need to have all of your relevant tax documents ready and in front of you (if you are unsure what documents you will need please see the tax documents tab). Either Allen or Shawnte will call you at the appointment time and will ask you to read them information from these documents. Please note that if you choose this method it may be necessary for you to provide copies of documents to the preparer should you have a hard time reading or finding information that is needed to accurately prepare your return.

Drop Off Service

You can provide us with your tax documents in several ways. You can mail copies of all forms to PO Box 2474 Wilton, NY 12831, email your information to either Allen or Shawnte (see Contact tab for email addresses), or physically drop off your forms (please contact us for drop off location).  If you chose this method to prepare your return you will not need to set up an appointment. We will simply call you when we have completed your return or if we need more information from you. We will also be available to answer any questions you may have at that time. If you are a new client please call and let us know that you will be dropping off or mailing in your information.

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