THE FILING SEASON STARTS JANUARY 29TH, 2024.
Please READ and complete our attached client package. Scroll below to download/view each .pdf.
•Be sure to SIGN the bottom of page 2 of your Client Organizer.
•If you are claiming any dependents, we will need their Full Name, Date of Birth and relationship to you.
We will need a copy of their social security cards.
•We need a copy of your STATE ID as well, front AND back.
NEW CLIENTS
• We will need a copy of your 1040 form from your previous income tax return
• Please let us know if you are filing for previous years.
• We will send you an email link directing you to our online tax portal registration. This link expires after 24 hours.
Let us know the best time to send this sensitive link.
While we strive to stay safe in these uncertain times, a telephone appointment can be set-up for you AFTER the office has received ALL of your documents and AFTER you've logged into our client portal, view/print your return and provide your esignature. You can give the office a call if you need assistance with that at (718)736-8489.
•Be sure to SIGN the bottom of page 2 of your Client Organizer.
•If you are claiming any dependents, we will need their Full Name, Date of Birth and relationship to you.
We will need a copy of their social security cards.
•We need a copy of your STATE ID as well, front AND back.
NEW CLIENTS
• We will need a copy of your 1040 form from your previous income tax return
• Please let us know if you are filing for previous years.
• We will send you an email link directing you to our online tax portal registration. This link expires after 24 hours.
Let us know the best time to send this sensitive link.
While we strive to stay safe in these uncertain times, a telephone appointment can be set-up for you AFTER the office has received ALL of your documents and AFTER you've logged into our client portal, view/print your return and provide your esignature. You can give the office a call if you need assistance with that at (718)736-8489.
You may submit all tax documents to our office by using the options below:
Upload your ID and tax documents into your tax portal using the DOCUMENT MANAGER tool. If the file is too large to upload you can either resize it under 2MB or email the file to us and we can resize it for you.
EMAIL: INFO@MOYEFAMILYTAX.COM
FAX: (347) 594-6901 (Please call to confirm receipt of all pages)
OFFICE DROP-OFF: 104-76 129TH STREET SOUTH RICHMOND HILL, NY 11419 (Between Liberty Ave & 107th Ave)
Please wear a mask for any office visits as we follow Covid-19 safety guidelines.
Upload your ID and tax documents into your tax portal using the DOCUMENT MANAGER tool. If the file is too large to upload you can either resize it under 2MB or email the file to us and we can resize it for you.
EMAIL: INFO@MOYEFAMILYTAX.COM
FAX: (347) 594-6901 (Please call to confirm receipt of all pages)
OFFICE DROP-OFF: 104-76 129TH STREET SOUTH RICHMOND HILL, NY 11419 (Between Liberty Ave & 107th Ave)
Please wear a mask for any office visits as we follow Covid-19 safety guidelines.
DOWNLOAD A PREVIOUS YEAR CLIENT ORGANIZER
| 2023 CLIENT ORGANIZER |
| 2022 CLIENT ORGANIZER |
| 2021 CLIENT ORGANIZER |
| 2020 CLIENT ORGANIZER |
| 2019 CLIENT ORGANIZER |
| 2024 CLIENT LETTER |
| SCHEDULE C |
| SCHEDULE E |
| CONSUMER BILL OF RIGHTS |