PRINT IT OUT. FILL IT IN. THEN SEND IT BACK TO US.
New Client Data Sheet and New Client Information Sheet
The Data Sheet is used to provide us with information to help us understand your tax situation. Please fill out as much information as you can, or are comfortable providing us with, for our initial phone contact. You may fax your information to us at 212 727-9812.
Please note that the second page is our New Client Information sheet, designed to answer questions our first time clients often have. (2 pages).