To make an appointment, please refer to our new online booking service! Click on "Make an Appointment" here or return to the main menu. You may also call our office at 718-788-3308 to make an appointment. Click here to view our Tax Appointment Checklist and additional documents to help you prepare for your tax appointment.
If you prefer to use our drop-off service, please refer to the instructions below:
1. You must fill out a Drop Off Form and send it as a cover page for your documents.
2. Click here to view our Tax Appointment Checklist.
3. Email Secure Files Here ** IMPORTANT: Please send your files as one PDF to be sure we do not miss any of your forms or documents, including your drop off sheet. If you prefer to fax your documents, please do at 718-832-4924.
**Drop-off service, please understand that we
accommodate clients who make appointments so they may discuss
their tax situation with Joseph or Richard. Unless your
tax return warrants discussion from a tax preparer, you will
only receive a call from one of our staff members to verify
information and collect any information that is necessary to
finish your return. Joseph and Richard are the only two
tax preparers and will complete your tax return. Our
receptionist will then call you upon completion. You
may pay over the phone and we can email your documents, or
you may come to pick up your copies.