• What can be done/accessed on the Client Portal?
  • I am a new client, what information will you need to prepare my tax return?
  • How long do I need to keep my tax return and other related information
  • Do I need a paper copy of my tax return?
Q: What can be done/accessed on the Client Portal?
A: The Client Portal offers our clients many useful tools to access and exchange information with our office at anytime.
  • All prior year tax returns prepared by our office can be viewed or downloaded.
  • The annual client tax organizer is available in early December & can be completed entirely online or printed if desired.
  • Files can be securely uploaded and downloaded.
  • Links are available to check your refund status as well as the status of various property tax relief programs offered from NJ.

Q: I am a new client, what information will you need to prepare my tax return? 

A: In addition to the normal tax preparation documents received from your employer and financial institutions, we ask that new clients bring a copy of the prior 2 years tax returns, contact information, driver license copies, and date of birth & social security numbers of all dependents, along with any other pertinent information.

Q: How long do I need to keep my tax return and other related documents?
A: The standard rule for keeping tax returns is simple, forever. As for documents and receipts used to prepare the return the rule is seven years plus the current year. For example for year 2018 you should retain documents dating back to January 1, 2011. When purging old records be sure to destroy them to protect against identity theft by using a cross cut shredder.

Q: Do I need a paper copy of my tax return?

A: Every taxpayer is required to receive a copy of their return from their tax professional when it is prepared. A paper copy is not required because other electronic methods have become accepted by government agencies and popular with clients. Other acceptable methods for taxpayers to receive a copy of their tax return are via the online portal, CD-ROM or E-Mail. If an alternative electronic method is chosen be sure to make a few backup copies and it is still recommended to print a copy.