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2019 Tax Season

Schedule an Appointment

Tax Preparation Checklist
DID YOU KNOW?
YOU DON'T NEED AN IN-OFFICE APPOINTMENT!
YOU DON'T NEED TO COME TO THE OFFICE AT ALL!
  • You can send us all your documents and do everything online.
  • You can send and receive your documents and tax return via our secure online portal.
  • Our preparers will call you with any questions.
  • You can even pay online. 
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OF COURSE, YOU ARE ALWAYS WELCOME TO SCHEDULE AN IN-OFFICE APPOINTMENT.
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TO GET STARTED
  1. Download the Tax Preparation Checklist from the DOCUMENT CENTER
  2. Log in to our secure CLIENT PORTAL and upload your documents.​
  3. Once your documents are received, you will receive an email verifying receipt of documents, the name of your assigned preparer, and an estimated date of completion.
PORTAL ACCESS: If you have not been given portal credentials or are a new client, please email your full name, email address, and phone number to info@paceaccounting.com. Access is usually granted via email within a couple of hours. For immediate access, 718.898-8730 
TO SCHEDULE AN IN-OFFICE APPOINTMENT
  • Fill in the form below.
  • ALL appointments are generally 15 minutes, enough time to review your documents with your preparer and discuss any questions or concerns you may have regarding your return. 
  • If your tax situation is complicated, please let us know when making your appointment so we can book additional time with your preparer and not delay someone else's appointment. 
  • If you are a NEW CLIENT, please indicate that this is your first time on the form below. Your preparer may request prior year's tax returns and other information. 

718.898.8730

In-Office Appoinment
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