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When should I receive all of my tax documentation?

The IRS requires all tax documents such as W-2s, 1098s, and 1099s to be postmarked by January 31st of the new year. Depending on the delivery method, documents may be delayed. We highly recommend that our clients opt-in for electronic delivery of documents if possible.

How do I send my tax documentation to my Accountant?

The most efficient and secure way to submit all your necessary information is to use our DSJCPA Client Portal.

  • To set up a new portal click [here]
  • To login or reset your password for an existing portal click here

Documents can be mailed or dropped off at our office.

  • If you choose to mail documents we highly recommend using a delivery method with tracking and making copies of any documents that are not easily accessible.

Who should I contact with questions about my return and when will I receive my completed tax returns?

Once we have received an executed engagement letter and all the required information to complete your returns, you will be contacted by a member of your accountant’s team, who will work alongside your accountant and act as your primary point of contact.

Once your returns are ready, you will receive email correspondence detailing the next steps. If you have not previously provided us with your email, please call the office at 516-541-6549

Can I make an appointment to meet with my Accountant?

A tax professional will be in touch with you during the preparation process, so an appointment is not required. However, if you would like to request an in-person or virtual meeting, please call our office at 516-541-6549

Who should I contact with questions about my return and when will I receive my completed tax returns?

  • Once we have received an executed engagement letter and all the required information to complete your returns, you will be contacted by a member of your accountant’s team, who will work alongside your accountant and act as your primary point of contact.
  • Once your returns are ready, you will receive email correspondence detailing the next steps. If you have not previously provided us with your email, please call the office at 516-541-6549.

How will I receive my tax returns?

  • All tax returns will be delivered electronically through our secure Client Portal.
  • To set up a portal or login to our portal click [here]

How can I pay my bill?

  • You can pay your tax return invoice through our secure Pay My Bill link on our website which provides the option to pay by ACH or credit card. There is no fee for an ACH payment. There is a 3% surcharge for payment by credit card. Click [here] to make a payment.
  • If you need assistance, please contact our administrative staff at 516-541-6549.

When will I receive my tax refund?

  • Please read the instruction pages of your tax returns carefully.
    • DSJCPA will file your return upon receipt of your signed Efile Authorization Forms. You must return the Federal form and State forms signed and dated.
    • If you are required to paper file a return, you must sign, date, and mail the returns to the Federal or State addresses provided and it must be postmarked on or before the due date. We strongly advise that all returns and payments be sent certified mail and return receipt.
  • Federal Refund status can be checked by using the “Where’s My Refund?” tool available on the IRS website [add link here] or you can call IRS TeleTax at 1-800-829-4477 or the IRS Refund Hotline at 1-800-829-1954.
  • New York State Refund status can be checked by using the “Check Your Refund Status” on State website here.
  • For other states, please check the State’s Department of Revenue website for information on how to check your refund status.

Can my Accountant speak on my behalf if the IRS contacts me?

Yes. By signing the engagement letter, you provide us permission to speak with the IRS. This is not a Power of Attorney. It simply gives us permission to speak with the IRS on your behalf should there be a question regarding a tax return we prepared for you.