Existing Clients: Visit our secure client portal to upload and retrieve your tax documents.
Frequently Asked Questions:
1. Do you prepare tax returns for individuals as well as businesses? Yes, our team is experienced in both individual and business returns. We also offer services for estates and trusts.
2. What documents or information should I bring to a meeting? Your prior year’s tax return, if you are a new client, and all current year tax documents, including a listing of charitable donations and medical expenses, if applicable.
3. What is the turnaround time for tax returns and do you have time to answer my questions?
- Early Season: February 1 to March 1: Turnaround time for returns is about two weeks. We have time to answer your questions.
- Busy Season: March 1 to March 21: Turnaround time for returns is about three weeks. We still have time to answer your questions.
- Crunch Season: March 21 to April 15: Turnaround time will be evaluated on a case-by-case basis and clients providing documents this late will likely be charged a premium. We will do our best to answer your questions.
Yaakov Borenstein, CPA, PC 