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?

Please bring the following to your appointment:

  1. Your Tax Organizer (attached below) completed as much as you are able
  2. W-2s and other supporting documents
  3. Rent or property tax information
  4. A deposit ticket or voided check with account and routing numbers for your direct deposit
  5. Two forms of ID for you (and spouse if married.) For most people that is your driver’s license and Social Security card.  A complete list of acceptable identification is here
  6. The exact amount of any stimulus payments you received
  7. Printed copies of your prior year federal and state tax returns if we do not have them on file

2020 Tax Organizer for NTS