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Tax Preparation

Submit your tax documents in just a few easy steps.

Submit via Secure Online Portal

Sign in required. Follow the instructions below:

A Quick Note Before You Begin

The process below explains how to submit your tax documents, identity verification documents, and a completed tax preparation checklist online. The process is simple, and for most clients, filling out the Tax Preparation Checklist and uploading the required documents can be done in less than 15 minutes. ​​

Digital Documents must be legible and named.
  • Acceptable File Formats: .heic, .jpg, .jpeg, .doc, .docx, .pdf, .ppt, .xls, .xlsx, .txt.
  • Unacceptable File Formats: Low-res scans, faxes, and Apple/Mac formats.

If you do not have portal access, call the front desk at (718) 898-8730 to request portal activation. You will need to confirm your identity and provide an email address. 

STEP 1 - Gather Your Tax Documents

Include any documents that show income, income adjustments, deductions, credits, tax payments, or other related documents, including medical or charitable contributions; business income and expenses; child and dependent care expenses; rental income and expenses; unreimbursed employee expenses; vehicle expenses; or head of household expenses; you may need to fill out a worksheet.


You can find and download the required worksheets to include with your documents here:

Put your tax documents in a folder on your computer and go to Step 2. 

STEP 2 - Gather Your Identification Documents

You need to provide proof of identity for the primary taxpayer and spouse. Also, you need to provide proof of residence for any children or minor dependents:

  • Primary Taxpayer and Spouse - Provide a copy of your New York ID, front and back. 

  • Children & Minor Dependents - Provide a copy of an ID or document that ties your dependent to your home address. This could be a birth certificate, medical, or school record.


Note: We cannot pull your IDs from a prior year, even if they have not expired. This annual mandatory IRS requirement is due to increased tax-related identity theft.

Put your identity documents in that same folder on your computer and go to Step 3. 

STEP 3 - Fill out the Tax Preparation Checklist.

The Tax Preparation Checklist (TPC) is where you will enter and update your taxpayer and dependent information.  It will help you remember any critical tax documents you may have missed or forgotten. The TPC will communicate to your preparer how you want to receive your tax return, make payments, and receive refunds. 


  • Click the button below to download the fillable PDF form.

  • Fill out as instructed and save it to a folder with your other tax documents.

Put your TPC in that same folder on your computer and go to Step 4. 

STEP 4 - Upload to your Secure Client Portal

Log in to your Secure Client Portal and upload all your documents, including the Tax Preparation Checklist, identity and tax documents.

Good job, you have submitted your tax documents!

What Happens Next? 

Tax Preparer Review & Preparation

Your tax preparer will review your documents and contact you if they have any questions before finalizing your tax return. 

Sign, Pay, and E-file.

Upon completion, the Support Team will send you a copy of your return, your original documents, the e-file signature authorization forms and client agreement for signatures, and an invoice for payment of tax preparation services. 


Once all of your signature forms and payment in full have been received, your tax preparer will e-file your tax return.

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