Corporate Tax Season Office Hours and Availability:
Mon-Fri: 9:00 A.M.- 9:00 P.M.
Sat: 9:00 A.M.- 5:00 P.M.
What to Bring for your Tax Appointment?
Last Pay Stub of 2025: Especially if you have received overtime for 2025
Income Statements: Including W-2’s, 1099’s, Unemployment, Gambling Winnings & Losses, Alimony, Pension Statements, Bank Interest, etc.
Social Security Cards: For both yourself and dependents
Get Earned Income Credit? Bring proof of residency for each child (Daycare Statement, Report Card, Doctor Bill) & copy of Birth Certificate.
Daycare: Providers EIN Number and address
Rentals: Income and Expenses
Student Loans: Interest Payments
Continuing Education Expenses: 1098T and Account Summary
Want direct Deposit? We need you Bank Account number and Routing Number (NOT Debit Card info.)
Charity: All Statements containing contributions
Business? We need business expenses for NYS
Itemize? Bring statement from mortgage company
Sold Stock or Other Capital Assets? Need the cost of the item & sale price
Want a Copy of your Return? If you would like a copy of your return in the future, please ask your tax preparer or receptionist about ways to receive a copy of your return after your tax appointment!
Self-Employed? Bring the income and expenses of your business!
New Clients: Bring a copy of last year’s return (VERY IMPORTANT)
Driver’s License: Required for all return types and especially bank products.
Medical Expenses
Property Taxes Paid
Anything else you deem important; it can’t hurt to just bring it in!
NO INSTANT REFUND LOANS ANYMORE at any Tax Prep Institution!
In the event we need anything further, you can call us back with the information at any time!
