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Returning Clients
Resource Page

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Welcome Back!

Prepare Now

REQUIRED

Tax Season Checklist:

Upload documents today - Tax Dome Access

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Review & Sign Your Engagement Letter - Click Here

Individual Income Tax 1040 (For non-corporate clients only)

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Remit Return Retainer - Make Payment Here!​​​

Once these three items are complete, we can begin your return!

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OPTIONAL (Not Required)
Schedule Appointment - Virtual Meeting Schedule

Complete your Tax Organizer (in your Tax Dome portal)

Need a Tax Appointment for This Year?
Click to jump to our January 1st thru April 15th Appointment Schedule

For in person appointments, please call 973-590-7000 Ext 1
Please note, in person appointments have a very limited availability, and are maximum 15 minutes long.
In person appointments charge an  additional $75 fee

PLEASE NOTE!
Limited appointments are available after February 28
We will open additional appointment slots after March 15.

Need to drop off your documents? Schedule a time now!

Need Tax Planning for Next Year?
Click to jump to our Tax Planning Appointment Schedule

April 15th Tax Season Appointments

 February 1 thru April 15 

February 1 thru April 15

After April 15th Tax Season Appointments

April 16 thru Oct 8

April 16 thru October 8

Year End Tax Planning Appointments

Available November 1 thru November 30

November 1 thru November 30
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Off-Season Office Hours

Plan Ahead

Please note our office closing schedule for the year:

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Office Holidays

Memorial Day, 4th of July, Labor Day,

Thanksgiving - 4 Day Weekend


No Fridays April 16 thru November 30th

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Closed for software upgrades & year end holidays

December 1 thru January 15*

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*Special appointments only.

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