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Helpful Links
& Information


2022 workbooks are now available

2022 tax year

If you have an appointment

excel & google sheet workbooks

need an
appointment? Email Us

Last date for appointments prior to the March 15th Business Deadline: MARCH 11TH
Last date for appointments prior to the April 18th Personal Deadline: APRIL 13TH

2015 thru 2021 Tax years

for pre-2015 Tax Year Workbooks: email Us!

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.


need more time?
request a free extension!*

We can complete your tax return at a later date! 

Extension Deadline Dates:

Business September 15th | Personal October 16th

(Original Deadline Dates: Business March 15th | Personal April 18th)

Last date for appointments prior to the September 15th Business Extension Deadline: SEPTEMBER 11TH
Last date for appointments prior to the October 16th Personal Extension Deadline: OCTOBER 11TH

Deadline Date for business Extension Request Forms:
MARCH 3rd* *

Deadline Date for Personal Extension Request Forms:
April 7th* *


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 March 3rd for Business / April 7th for Personal.

((Please note, the Workbook you will provide is for estimates only and does not provide accuracy for your Tax appointment in the near future. To reflect actual numbers, you will need to provide a newly filled out Workbook at the time of your Tax appointment.))

* We do not process Extensions without Authorization Extension Form(s).​

* Extension forms provided after March 6th for Businesses and after April 7th for Personal, will not be processed.

* Note: Extensions will only be filed for clients filing current year tax returns with us.

Business Creations

business creations

Want us to
create a business for you or
need a business entity change?
email us!

business entity creation forms:

Request to meet with Don, he will advise on which entity is best for you.

Then fill out the form and email it to us, we'll get started on creating your business for you.

our recommendations when starting a business


Our recommended Payroll Service


Workers Compensation & Disability Insurance


Unemployment account 


U.S. Small Business Administration

already have a business and need to
change your address?

Business Address change with IRS:

Business Address change with NYS:

Government Sites

helpful links to SOME common

government sites


where's my refund FEDERAL

make a payment federal

division of taxation nj

where's my refund nj

make a payment Nj

check my
stimulus payments

dept. of tax & finance nys

where's my refund nys

make a payment NYS

taxpayer identification number(tin)

identity theft?


check my refund child
tax credit payments

need help with additional states, email us! and let us know.

Tax Income Reports


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).)

  • YouTube
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