2021 Tax Information

Many thanks for your past patronage. This letter will explain the current procedures we have in place to cope and comply with the Covid-19, Omicron variant crisis that has hit New York City at this time. I will go into our dates and hours of operations, procedure for entering and remaining in the office, Alternatives for getting your documents to us, our new price structure, along with listing certain documents we will need to prepare your 2020 tax return. 

The IRS has stated that they will start accepting tax returns on January 31, 2022. We will also start on that date, Monday, January 31st and go through April 18th, 2022.  Our hours are listed below.  

 

OFFICE HOURS

Starting - January 31st, 2022

 January 31st to April 12th, 2022
  Monday, Wednesday, and Friday evenings
  6 pm to 8 pm, Saturdays 10am to 4pm 
 April 13th, 14th, & 15th Office will be open 10 am to 8 pm
 April 16th, Saturday Office will be open 10 am to 4 pm
 April 17th, Sunday         Office will be closed
 April 18th, Monday         Office will be open 10 am to 7 pm
 April 19th, Tuesday                                     Office will be closed
 
 
* OPEN PRESIDENT'S DAY, FEBRUARY 21st - 10AM TO 6PM *
 
Open Monday to Friday 9am to 5pm to Scheduled Appointments for preparation, to Drop-Off's or Pick Up completed returns
Closed Tuesday and Thursday evenings.
 
 

Our Procedure for entering the office is as follows:  

 All persons must remain in the front area of the office with a face mask on.  They must sign in with contact information and answer a few questions regarding their health.  Anyone showing signs of a cough or cold will not be permitted in. These are New York State and City requirements.  Once checked in, a determination will be made as to how we will proceed. 

 Alternatives to in office preparation: 

1) Drop off at our office during business hours or through our mail slot when we are closed.

2) Mail (Post office, UPS, FedEx) 

3) Secure E-mail 

4) Fax 

5) Secure portal.    

Your completed returns will be returned to you through the following methods:

1) Pickup at our office during business hours.

2) Mail – We use the United States Postal Service only.

3) You can arrange for FedEx if preferable 

4) Email through our Secure Portal 

 

 

 

CHECKLIST OF THINGS TO BRING

*IMPORTANT:  WE NEED YOUR COPY OF IRS NOTICE 1444   

This tells us the amount of your first economic impact payment

 

NOTE: NYS ID Card or driver's license required to file this year

 

Last year's tax return 

Social Security cards and Birth Certificates for all dependents Purchase and sale information for anything sold during the year 
All other statements of income Donations of property to charity  Donations of money to charity
W-2 forms for wages    IRA year-end statements Volunteer/Business expenses and mileage

1099 forms for interest, dividends, retirement, social security, unemployment, and other income

Medical expenses Amounts paid for higher education form 1098-T
Year-end statements from mutual funds  Records of estimated taxes paid Job-related expenses

K-1 forms from partnerships, corporations, and estates

Property tax statement Investment related expenses
Rental or self-employment income
and expense
1098 forms for mortgage or student loan interest, along with receipts for college tuition

Child care provider's name, address, social security number, and amount paid