
Tax Season is here again, and we would like to provide you with new information as well as reminders from prior years.
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As a Reminder
Last tax season, we introduced a new CLIENT PORTAL through TaxDome— a secure place to share documents, communicate, and collaborate towards achieving our goals. The portal can be accessed on your Desktop Computer, Laptop, or Mobile Phone. If you haven't already activated your account, you can request another email invitation or sign up directly through the website:
You can also download the MOBILE APPÂ to upload and sign documents, send messages, pay bills and more. Quick links for downloading are located at the bottom right corner of your client account home page.
What should you do next?
In addition to gathering your 2024 tax documents, please complete your current year Client Organizer (sent in a separate email). The Organizer will ensure that we have accurate contact information for you, along with other essential information for your return. If you need to verify previous tax year information, digital copies of your returns are available in the Tax Return folder of your client portal.
Important Changes This Year
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Our internal deadline for submission of your documents is now Tuesday, March 18, 2025. For documents received after this date, we cannot guarantee finalization of your returns by the IRS deadline. These accounts will be put on a filing extension; we will then prepare your returns after April 15th.
Uploading your tax documents into the client portal is the preferred method of submission. However, for those unable to upload for various reasons, we have added a secure CLIENT DROP BOX for files, located at the rear entrance of our office, next to the parking lot. The Drop Box can accommodate files of approximately 9 inch (width) by 1 inch (thick). Files larger than these dimensions will need to be separated. Kindly place your documents in an envelope marked with your name and current telephone number.
The drop box is meant for your convenience, however, limited in-office appointments for submission will also be available. You can book either by calling the front desk at (845) 294-1808, Ext. 0, through your client portal 'Book Appointment'Â Quick Link, or through our website:
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We look forward to working with you throughout the tax season!
:Tax Season Newsletter & Updates: