Submit your tax documents in just a few easy steps.
Drop Off Your Tax Documents
Follow the instructions below:
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.
Please remove and discard any envelopes and unnecessary items. Flatten all documents and paper clip statements. Tape or trim any torn items so they can be easily scanned. Then, place the documents in a neat and organized pile.
You can find and download the required worksheets to include with your documents here:
Put your tax documents in a folder 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 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 Download Form button below to download a printable PDF form.
Print and fill out as instructed.
Or you can click the link below and fill out the online form version of the Tax Prep Checklist and drop off your documents separately.
Place the Tax Prep Checklist in the same folder and go to Step 4.
STEP 4 - Drop Off Your Documents
Drop off your completed Tax Prep Checklist, identity, and tax documents to the Pace Accounting during office hours. We do not have a weatherproof drop box for after-hours drop-offs, so be sure your documents are securely wrapped in a watertight bag that is no more than 3/4" inches thick.
Pace Accounting & Tax Services Inc
6670 Queens Midtown Expressway
Maspeth, NY 11378
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.