For New Clients

Welcome to Newburgh Tax Service! Thank you for the opportunity to serve you. We want you to have the best experience possible. We encourage new clients to set an appointment, but it is not required. Review this information to begin the process.


Choose method A, B, or C to send us your tax information.

A. AppointmentMeeting-1

Set an appointment and meet with a tax practitioner in person. If the tax return can't be completed during the appointment, we'll call when it is ready. Come by at your convenience, no second appointment needed, to pay, pick up your copies, and sign your tax return.

B. Drop-off files black and white

"Drop-off" your tax documents at our after hours drop box or reception desk. A practitioner will complete a thorough phone interview to prepare and review the tax return with you. We'll call when the tax return is completed. Come by at your convenience to pay, pick up your copies, and sign your tax return.

or C. Electronicmouse

E-mail or fax your tax documents or even just mail them. A practitioner will complete a thorough phone interview to prepare and review the tax return with you. When the tax return is ready, we'll send the tax return and signature documents to you in the format you prefer, password protected PDF or certified mail.


Remember to provide the following information and plan for payment of services.

DOCUMENT CHECKLIST

Checklist-1

  • W-2s and other supporting tax documents
  • Rent or property tax information
  • A deposit ticket or voided check with account number for direct deposit of refund
  • Two forms of ID for you (and spouse if married) ID Checklist
  • Proof of 2017 health insurance coverage; this may be a Form 1095 issued by the Marketplace, your employer, or insurance company.
  • 2018 Tax Organizer
  • 2017 federal and state tax returns

PAYMENT FOR SERVICES

Check

  • Payment is expected when the tax return is completed.
  • We only accept cash or checks for payment, no debit or credit cards.
  • Payment will not be deducted from your tax refund.