Tax Organizer/Checklist

Our tax organizer and tax preparation checklist help you organize your tax information to ensure that you don't miss any important deductions.

If you are an existing client, please contact our office to have an organizer emailed to you. The organizer is prefilled with prior year information so you can easily see what you need to gather for the current year.  Please fill in your responses as best you can.

If you are a new client, we offer a convenient client demographic form and checklist to help with gathering your important documents.

Please click here to view and complete the new client checklist.  After completion, print a copy and include it with your tax documents. 

Please contact us at the office if you have questions.

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Ross & Company CPA, PLLC

Testimonials

  • "Great! Got back more than anticipated. Very happy with the professionalism and the handling of a problem with the IRS."

    -John R.

  • "I had never used an accountant and was interviewing so I could choose one if I decided to do so. During the interview I asked advice about two new financial matters as they relate to me in retirement. The meeting was excellent. Mr. Ross was professional, knoweldgeable and non-threatening all at the same time. "

    -Joseph C.

  • "Glen was terrific. After having a poor experience elsewhere, Ross & Company were like a breath of fresh air."

    -Len E.

  • "I provided all of the appropriate paperwork (electronically), and Glen Ross went through them, set me up in his system and asked a few questions. I also had some additional questions regarding 2013 taxes which he also promptly answered, while also giving the basis for the answers."

    -Piers B.

  • "First, the experience was excellent. I called and made an appointment to see a CPA. The receptionist was warm and professional. Ease of getting an appointment, especially during the current tax season, was excellent. When I arrived at the office, I was met by the receptionist who was again, very nice and professional. "

    -Brett M.

  • "I met with Glen in the Fall to have him look over my last return prepared elsewhere to see if he saw any mistakes that I might be alerted to by the IRS again in the future. He listened to my concerns (which were many) and he re-assured me that I really had nothing to worry about, (believe me, that is NO SMALL TASK!). "

    -Tracey H.

  • "We were in the market for a new accountant because our previous accountant of 20 years retired. We were concerned it would not be easy to find an accountant that we would feel comfortable with. But after searching, we came upon Ross & Company who had great reviews. . "

    -AnnMarie F.

  • "Receptionist was super friendly and professional. Asked our concerns and scheduled an appointment before the end of the year. Mr. Ross was exceptional in answering our tax questions at an intimate personal meeting. "

    -Lisa Z.

  • "Fortunately and unfortunately my taxes have gotten to the point where I simply cannot handle them on my own (using TurboTax) anymore. This became evident when I received a communication from the IRS that there was a potential issue with a past tax return. "

    -Matthew D.

  • "Finally! A cure for Tax-time stress! Glen Ross met with us for about 1 hour and prepared our 2011 taxes while giving us important information about Federal Tax Law. Meeting Glen for the first time was great and sat down with him for an hour or so while he did our taxes."

    -R.T.





© Ross & Company CPA, PLLC 2021,
5 Florence Ave, Smithtown, NY 11787
T: (631) 979-3141
F: (631) 979-3996
E: info@rosscompanycpa.com
© Ross & Company CPA, PLLC 2021,
Mailing Address: 1000 Johnnie Dodds Blvd.
Suite 103-352, Mt. Pleasant, SC 29464
T: (631) 979-3141
F: (631) 979-3996
E: info@rosscompanycpa.com
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