Due to heavy volume, online scheduling is temporarily not active.
We apologize for any inconvenience.

NOTE:  Due to the recent events with regards to the COVID-19 virus our ability to accommodate everyone's request for a one-on-one video return is limited.  However, we can accommodate all requests to have your return done via a phone conference call from the comfort of your home. 

Complete the three easy steps to schedule your REMOTE appointment.

Three Easy Step to "Take the Tax Lady Home":

  1. Download the "Free Conference Call" video conference software.
  2. Check the box about sending your tax information and a preparer will allow you to upload the documents directly to our portal
  3. Complete the form below to set up your at home tax appointment.

 

Corporate Tax Season Office Hours and Availability:

Monday - Friday 9 a.m.- 9 p.m.
Saturday 9 a.m. - 5 p.m.

Branch Tax Season Office Hours and Availability:

Monday - Friday 9 a.m. - 9 p.m.

Saturday 9 a.m. - 5 p.m.

McKinley Mall Weekend Office Hours and Availability:

Saturdays 11 a.m. - 7 p.m.

Sundays 12 p.m. - 5 p.m.

Hamburg Office Hours and Availability:

Monday, Wednesday, Friday 9 a.m. - 9 p.m.

Derby Office Hours and Availability:

Tuesday, Thursday, Saturday 9 a.m. - 9 p.m.

East Aurora Office Hours and Availability:

Thursday, Friday 9 a.m. - 7 p.m.

Orchard Park Office Hours and Availability:

Monday - Friday 9 a.m. - 7 p.m.

Warsaw Office Hours and Availability:

Monday, Tuesday, Wednesday, Friday, Saturday 9 a.m. - 7 p.m.

Lewiston Office Hours and Availability:

Monday - Friday 9 a.m. - 7 p.m.

Prescott Valley, AZ Office Hours and Availability:

Wednesday - Friday 9 a.m. - 7 p.m.

Saturday 9 a.m. - 5 p.m.

* Office hours, availability and locations are subject to change.
(Additional Hours Available by Appointment)

What to Bring for your Tax Appointment?

  1. Income Statements: Including W-2's, 1099's, Unemployment, Gambling Winnings & Losses, Alimony, Pension Statements, Bank Interest, etc.
  2. Social Security Cards: For both yourself and dependents
  3. Get Earned Income Credit? Bring proof of residency for each child (Daycare Statement, Report Card, Doctor Bill) & copy of Birth Certificate.
  4. Daycare: Providers EIN Number and address
  5. Rentals: Income and Expenses
  6. Student Loans: Interest Payments
  7. Continuing Education Expenses: 1098T and Account Summary
  8. Want direct Deposit? We need you Bank Account number and Routing Number (NOT Debit Card info.)
  9. Charity: All Statements containing contributions
  10. Business? We need business expenses for NYS
  11. Itemize? Bring statement from mortgage company
  12. Sold Stock or Other Capital Assets? Need the cost of the item & sale price
  13. 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!
  14. Self-Employed? Bring the income and expenses of your business!
  15. New Clients: Bring a copy of last year's return (VERY IMPORTANT)
  16. Driver's License: Required for all return types and especially bank products.
  17. Medical Expenses
  18. Property Taxes Paid
  19. 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!