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2019 Tax Season

Schedule an Appointment

 
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.
CLIENT PORTAL
DOCUMENT CENTER
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