Required for everyone
Client Information Sheet
Our intake form: your household, dependents, income and deductions, homeowner and rent details, and how you’d like your refund.
DownloadClient Resources
Everything you need before, during and after your appointment.
Before your appointment
Client forms
Every form is fillable: type right into the boxes and click the checkboxes on your computer, then print it or bring it on your phone. Prefer paper? Print it and fill it in by hand. Everyone needs the Client Information Sheet; the other two are only for rental owners and the self-employed.
If you’re self-employed
Self-Employment Form
Business income and expenses, mileage, equipment purchases and home office. For freelancers, gig workers, 1099 contractors and sole proprietors.
Download
If you own a rental
Rental Property Form
Rents received, expenses and purchases over $1,500 for each property you rent out. Use one form per property.
DownloadTip: for the best results, open the form in the free Adobe Acrobat Reader, Preview on a Mac, or your web browser, then choose Save or Print when you’re done.
These forms ask for Social Security and bank account numbers. Please don’t email or text completed forms. Bring them to your appointment, or upload them through the secure client portal.
Checklist
What to bring
Not sure you have everything? Bring what you have — we’ll tell you what’s missing. Along with these documents, bring your completed client forms.
Download intake form- Photo ID for you & your spouse
- Social Security cards for everyone on the return
- W-2s and all 1099 forms
- Last year’s tax return
- 1098 mortgage interest & property tax bills
- Childcare provider name, address & tax ID
- Education expenses (1098-T, 1098-E)
- Health coverage forms (1095-A/B/C)
- Business income & expense records
- Bank routing & account number for direct deposit
- Any IRS or NJ letters you received
- Estimated tax payments you made this year
Mark your calendar
Upcoming tax deadlines
Federal due dates for the next twelve months. When a date falls on a weekend, it moves to the next business day. Most states’ individual returns follow the same April date, though a few differ.
| Date | What’s due | Time left |
|---|
After you file
Track your refund
Refund status is available about 24–48 hours after we e-file your return. Have your Social Security number, filing status and exact refund amount ready.
Questions
Frequently asked questions
Don’t see your question? Text us at (518) 291-1295 — we usually reply the same day.
How much does tax preparation cost?
It depends on the forms your situation requires. Simple individual returns start at $295. We’ll give you a price before we begin.
Can I file without coming to the office?
Yes. Upload your documents through our secure client portal, meet by phone, and sign electronically.
Do I need an appointment?
Appointments are recommended, especially from February through April. Walk-ins are welcome when a preparer is available.
What if I can’t file by April 15?
We can file an extension, which gives you until October 15 to file. An extension doesn’t extend the time to pay, so we’ll help you estimate and pay what you owe by April.
Is my information secure?
Yes. We exchange documents through an encrypted client portal and never ask for Social Security numbers by email or text.
Are you open after tax season?
Yes. We’re open year-round for extensions, amended returns, bookkeeping, payroll and IRS notices.