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!
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.
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.
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.
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.
Download Form IRS requires direct deposit bank information before submitting returns electronically.
Download Form New York State requires ID verification before submitting returns electronically.
Sherry is a wealth of knowledge when it comes to taxes and the IRS. She is always willing to answer any questions regarding anything from what is claimable to FAFSA forms for college. I wouldn't feel comfortable anywhere else!