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2019 Tax Season
Send My Tax Documents
Update as of 3/16/2020:
Due to the Coronavirus
The following changes are in effect:
All appointments are canceled.
Our office is open for drop-offs, pickups, and payments only.
4 Ways to Send Your Documents
Secure Online Portal - Digital Upload
Email - Password Protected PDF
Scroll Down to Learn More
We Can Still Get Your Taxes Done by April 15
Communicating With Your Preparer
You will still get to talk to your preparer about your return. Once your preparer receives your paperwork, they will contact you with any questions. If your return is more involved, they may ask you to schedule a phone appointment to review your documents.
Receiving Your Tax Return
Once completed, you have the following options: you can receive digital copies through our secure online portal (standard), have it mailed back to you, or pick it up at our Maspeth office (this option may change due to the Coronavirus).
Payment and Signature
Once completed, you have the following options: you can pay and sign electronically through our secure portal (standard), you can mail us a check and send us signed copies, or you can come by the Maspeth office to sign and pay (this option may change due to the Coronavirus).
1. Secure Online Portal
This is the easiest and more secure way to send your documents. Call or email us to activate your portal account. Once activated, we will send you a temporary password so you can begin uploading your documents. Be sure to include a copy of your ID (front and back) and your completed Tax Preparation Checklist which you can download from our DOCUMENT CENTER.
To Get Started:
Log in to our secure CLIENT PORTAL and upload your documents.
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.