Welcome to Newburgh Tax Service!

 Thank you for the opportunity to serve you. We want you to have the best experience possible. We encourage new clients to set an appointment, but it is not required. Review this information to begin the process.

 

Filing with us for the first time?

For your appointment please bring the following:

  • Your Tax Organizer (see below) completed as much as you are able.
  • W-2s and other supporting documents.
  • Rent or property tax information.
  • A deposit ticket or voided check with account and routing numbers for your direct deposit.
  • The IRS letters showing the stimulus payments and advance child tax credit you and your spouse received.
  • Two forms of ID for you and your spouse. For most people that is your driver’s license and Social Security card.
  • Printed copies of your prior year federal and state tax returns if we do not have them on file.

 

2021 Tax Organizer