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A tax organizer facilitates the process of gathering together your tax information. This basic tax organizer is designed for new clients. You can then print them out and complete the organizer and fax, e-mail or mail it to our office. Current clients will be mailed a proforma tax organizer in January that includes prior year information and carryover data in January.

We have compiled a list of websites that we have found to be helpful resources of information.
New York State Department of Taxation and Finance
New York City Department of Finance










