Tax Season

Our office hours are 9 a.m. to 6 p.m. through Mid-February with expanded hours through April 15th. Please call us at (914) 725-8880 ext. 0 to schedule your tax appointment as soon as possible.  Saturday and evening hours are available upon request.

Remember, the final date to bring all information for your tax return is March 24th.  Information received post March 24 will be extended until after April 15.

We receive many phone calls from our clients asking what they should bring for their tax appointment.  Please bring:

  • W-2 Statements
  • Any interest or dividend 1099′s
  • The closing statement if you sold, purchased or refinanced your home
  • Stock sales (don’t forget the cost and date of purchase)
  • Unemployment earnings
  • Social security benefits and pension distributions

Other deductions include:

  • Mortgage interest
  • Real estate taxes
  • Charitable contributions
  • Child care expenses and medical expenses.

If you have further questions, please give us a call.

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