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New Clients - Please fill out this form. 

*Note: We only complete and process personal tax returns.*

If you have any questions or would prefer to update us over the phone, please feel free to call the office at 845.429.4383.

Thank you for your assistance! 

Taxpayer Name (First, Middle, Last)*

Spouse Name (First, Middle, Last) - if applicable

Name of Primary Contact*

Filing Status*

Taxpayer Email Address*

Spouse Email Address* - if applicable

Taxpayer Cell*

Spouse Cell* - if applicable

Best Contact Number*

Preferred Method of Communication*

Current Address*

Taxpayer's Driver's License Information* (Issuing State, ID Number, Issue Date, Expiration Date & for NYS only - first 3 characters of document number) 

Spouse's Driver's License Information* (Issuing State, ID Number, Issue Date, Expiration Date & for NYS only - first 3 characters of document number) - if applicable

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