WELCOME TO
DrTaxGuy
Helpful Information & Links
Workbooks
now available
2026 tax year
excel & google sheet workbooks
If you have a tax appointment
need a tax appointment?
EXCEL WORKBOOK WALKTHROUGH
GOOGLE SHEET WORKBOOK WALKTHROUGH
2015 thru 2025 Tax yearsworkbooks
for pre-2015 Tax Year Workbooks
Snail Mail:
We understand some clients may not have a computer. If you're on our site on your phone, please Call Us and we will guide you further.
Extensions
need more time?
request a free extension!*
We can complete your tax return at a later date!
Deadline for business Extension Request Forms:
thursday, MARCH 4th* *
Deadline for Personal Extension Request Forms:
sunday, April 4th* *
EXTENDED tax return Deadline Dates:
Business September 15th | Personal October 15th
(Original Business Deadline: March 15th) (Original Personal Deadline; April 15th)
Important:Extensions allow additional time to FILE. Extensions DO NOT allow additional time to PAY.
To determine if you owe: We will need a Workbook no later than Thursday, March 4th for Business / Sunday, April 4th for Personal.
** Extensions require a significant amount of time to process. Should we not receive your extension form(s) by the
deadline(s) listed above, you will be responsible for filing an extension independently.
* We do not process Extensions without Authorization Extension Form(s).
* Extensions will only be filed for clients filing current year tax returns with us.
Business Creations
NEED a business CREATED or
need a business entity change?
email us!
business entity creation forms:
Request to meet with Bob, he will advise on which entity is best for you.
Then fill out the entity form and email it to us, we'll get started on creating your business for you!
already have a business and need to change your address?
Business Address change with IRS:
Business Address change with NYS:
our recommendations when starting a business
Our recommended Payroll Service
Workers Compensation & Disability Insurance
Unemployment account
U.S. Small Business Administration
links to SOME common sites
Government
need help with additional states, email us! and let us know.
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taxpayer id number
(SSN, EIN, Itin, ATIN, PTIN)
TAXPAYER IP PIN
CHILD TAX CREDIT
identity theft?
healthcare
Financial Calculators
Retirement:
Investment:
Finances:
Mortgage:
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CHANNEL
Insightful content on SmartVault, completed Tax returns, and MORE!
(In respect of client privacy, random content was used in video tutorials to provide general ideas of how to achieve your ultimate goal(s).)
