We will be continuing our drop-off and pick-up preparation procedures. For those clients that have more complex returns or would otherwise have a specific necessity for an appointment, we are offering some face-to-face meetings, as well via Zoom and phone. Please call our office to schedule an appointment, if deemed necessary.
In order to avoid unnecessary extensions, we encourage you to collect all your tax documents in a timely manner. The deadline for 2023 personal tax returns, C Corps, and trusts is April 15, 2024, with an extension of October 15, 2024. The business deadline, such as partnerships and S Corps, is March 15, 2024, with the extension of September 15, 2024.
You can drop of your personal documents in a few ways:
- In person
- Locked parcel box (located at the front door of the office)
- Canopy Client Portal – secure link to transmit documents directly into our system – (ask us for a link to join!)
- Email (email@example.com)
- Fax (845-496-2563)
We ask that you complete our pre-engagement forms to ensure we have all your current information that is necessary to process your return. You can download these off this website and complete them in advance or upon coming into the office. We also ask that you provide us with a copy of the front and back of your current your driver’s license, or state issued photo id, if it has been renewed since we last prepared your taxes. If you are a new client you will also need a copy of your 2022 tax return.