Tax Appointments

If you need assistance with tax preparation, quarterly tax calculations, or just have questions about your tax responsibilities, we can help.  We have continuously improved our services to have an efficient process that will save you time and allow your returns to be processed quicker.  We have limited our in person appointments to new clients only who would like to meet us before working together.

For our recurring clients, we will be reaching out to you with steps to get your taxes done for the 2022 tax season. Our team is here to make this process as smooth and efficient as possible. We will work with each of you based on your individual needs. Please reach out to us to find out more.

Options to get your documents to us:

  1. Email or call us 516-992-6769
  2. Use the Dropbox folder shared with Capri Tax
  3. Fax 516-213-0095
  4. Locked Mailbox at our office for drop-offs 340 Trinity Place, Malverne, NY 11565 (on side of building by handicap ramp)