Verification is Required

We wanted you to be aware of a few new NYS and IRS requirements. These requirements will NOT affect your refund, however, it will be items we will need in order to e-file your return!

 
WHAT IS THE REQUIREMENT?
New York State:
As of January 12, 2017, all New York taxpayers (taxpayer and spouse) filing a tax return must provide proof of their identity with a New York State issued ID Card such as a NYS Driver's License or a New York State Non-Driver Identification Card.
 
WHAT DO I NEED TO DO??
We will have for you a form indicating the issue date, expiration date and license/non-driver identification card number of both the taxpayer and spouse.
 
WHAT IS THE REQUIREMENT?
Internal Revenue Service:
As of January 2017, if you wish to receive a federal tax refund or pay your federal taxes electronically, the federal government now requires that you provide proof of bank account information.
 
WHAT DO I NEED TO DO??
We will provide you with a form stating your banking information, including financial institution name, your account number(s) and your routing number(s). We will have you fill out the form and sign for our records.
 
To ensure that your return is filed in a timely manner, please bring this information with you to your appointment or drop off at our office.
 
If you have ANY questions, please feel free to contact us! (315-816-4650)
 
 
REQUIRED DOCUMENTS
Please download and complete the 2 forms below and bring them with you to your appointment
:
 
  • Download Form  IRS requires direct deposit bank information before submitting returns electronically.
  • Download Form  New York State requires ID verification before submitting returns electronically.