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New Clients - Please fill out this form. 

Current Clients - if you had changes in the last year, please fill out this form.

If you have any questions or would prefer to update us over the phone, please feel free to call the office at 845.429.4383.

Thank you for your assistance! 

Taxpayer Name (First, Middle, Last)*

Spouse Name (First, Middle, Last) - if applicable

Name of Primary Contact*


Filing Status*


Taxpayer Email Address*

Spouse Email Address*

Taxpayer Cell*

Spouse Cell*

Best Contact Number*


Preferred Method of Communication*


Current Address*

Taxpayer's Driver's License Information*

Spouse's Driver's License Information*


Direct Deposit Information

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