Everything you need, in one place.

Check on your refund, book your next appointment, or pay your invoice, any time.

Everything you need, in one place.

Check on your refund, book your next appointment, or pay your invoice, any time.

Where's my refund?

Your refund status is usually available about 24 hours after an

e-filed return is accepted. Have your Social Security number, filing status and exact refund amount ready.

Where's my refund?

Your refund status is usually available about 24 hours after an e-filed return is accepted. Have your Social Security number, filing status and exact refund amount ready.

Client Center

Appointments & Payments

Book a meeting at a time that suits you, or settle your invoice securely online.

Schedule an appointment

Pick a date and time online and get a confirmation right away.

  • In-office or phone meetings
  • Tax prep, planning and consultations
  • Email reminders before your visit
Book now

Make a payment

Pay your invoice online in a few clicks, or pay in person at our office.

Visa Mastercard Check Cash (in office)
Pay invoice

Secure, encrypted payments · Questions? Call +1 516-747-5464

What to bring to your tax appointment?

Having these documents ready helps us prepare your return accurately and efficiently.

  • Photo ID for you (and your spouse, if filing jointly)
  • Social Security numbers for everyone on the return
  • Last year’s tax return (new clients)
  • W-2s from all employers
  • 1099s (interest, dividends, contract work, retirement, brokerage statement, etc.)
  • 1098 mortgage interest and property tax statements
  • Childcare provider name, address and tax ID
  • 1098-T tuition statements and student loan interest
  • Charitable donation receipts
  • Health insurance forms (1095-A, B or C)
  • Business income & expense records, if self-employed
  • Bank account & routing number for direct deposit

What to bring

to your tax appointment?

Having these documents ready helps us prepare your return accurately and efficiently.
  • Photo ID for you (and your spouse, if filing jointly)
  • Social Security numbers for everyone on the return
  • Last year’s tax return (new clients)
  • W-2s from all employers
  • 1099s (interest, dividends, contract work, retirement, brokerage statement, etc.)
  • 1098 mortgage interest and property tax statements
  • Childcare provider name, address and tax ID
  • 1098-T tuition statements and student loan interest
  • Charitable donation receipts
  • Health insurance forms (1095-A, B or C)
  • Business income & expense records, if self-employed
  • Bank account & routing number for direct deposit

Not sure if you need something

Schedule your appointment today, and we'll let you know.

SCHEDULE AN APPOINTMENT ⟶