Secure Document Upload
Need to send us tax or accounting documents? Use our secure document upload link below to submit files directly to our office.
Please include your name and contact information with your upload so we can properly identify your documents.
Files are transmitted securely through Dropbox and are accessible only to authorized members of our firm
No Dropbox Account Required
Secure upload tax, accounting and payroll documents directly to our office through Dropbox
Strategic Tools for Tax Preparation
Access essential tax organizers, filing checklists, and critical compliance deadlines curated by our partners to streamline your annual reporting.
Essential Tax Organizers
Download and complete the appropriate organizer before your appointment to ensure an efficient, partner-led review of your financial position.
Individual Tax Organizer
Business Tax Checklist
Our structured document helps families gather necessary W-2s, 1099s, and investment records to streamline individual filing.
Designed for Westchester corporations and partnerships to organize balance sheets, payroll records, and expense categories before filing.
Critical Compliance Deadlines
Mar 15
S-Corp & Partnership Returns
Apr 15
Individual & C-Corp Filing
Jun 15
Q2 Estimated Tax Payment
Sep 15
Extended Business Returns
Clear Answers
What should I bring to my first consultation?
When should we begin year-end planning?
Please provide your prior year tax returns, current year-to-date financial statements, and any specific correspondence from tax authorities.
We recommend initiating strategic reviews in October. This timing allows us to implement entity adjustments and tax-saving maneuvers before the year closes.
How do you handle multi-state business filings?
Do you support QuickBooks integration?
We coordinate state and local tax compliance across multiple jurisdictions, ensuring your Westchester business remains fully compliant with all regional regulations.
Yes. Our team assists with initial setup, chart of accounts optimization, and ongoing bookkeeping oversight to maintain clean, audit-ready records.