2023 Tax Information

Many thanks for your past patronage. This year it is my pleasure to assist you again in the preparation of your tax returns. This will mark our 84th year doing business in Bay Ridge. 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 2023 tax return.

The IRS has stated that they will start accepting tax returns on January 29, 2024. We will also start on that date. Monday, January 29 and go through April 15, 2024. Our hours are listed below:

OFFICE HOURS

Starting - January 29th, 2024

January 29th to April 8th, 2024	Monday, Wednesday, and Friday evenings 6 pm to 8 pm, Saturdays 10 am to 4 pm
April 9th, to 12th	Office will be open 10 am to 8 pm
April 13th, Saturday	Office will be open 10 am to 4 pm
April 14th, Sunday	Office will be closed
April 15th, Monday	Office will be open 9 am to 6 pm

* OPEN PRESIDENT'S DAY, FEBRUARY 19th - 10 AM TO 6 PM *

Open Monday to Friday 9 am to 5 pm to Schedule Appointments for preparation, Drop-Off or Pick Up completed returns.

Closed Tuesday and Thursday evenings. Please call office with any questions before visiting.

Tel: (718)745-6116

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**

**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