client portal

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make payment

We are pleased to accept eCheck payments from your personal or business bank account as well as debit and credit cards from Visa, MasterCard, Discover and American Express.

Simply click on the “MAKE PAYMENT” button below to fill out your payment information on the next page.

Please see your invoice for available payment options.

Please call us if you have any questions during this process. Thank you for your continued support and we look forward to serving you in the future.

make payment

New York CPA, your trusted advisor.

NEW YORK, NY 10007
+1 212 542 5000

Accept Credit Cards Online
tax organizers
Use this page to download our Tax Organizers to prepare for your tax filing. They are designed to help you collect and report the information needed to prepare your income tax return.

Please enter your information in the designated areas on the worksheets. Complete only those schedules that apply to you. As you receive your tax documents, please collect them and keep them with this organizer. These documents include such items as your W-2s, Form 1099s, K-1s, brokerage statements, etc. Your check register may also include pertinent information.

When you have gathered all your tax information, please send us the tax organizer, along with your various tax forms.

Our CPAs and tax accountants continuously improve this page to make your life easier.


engagement letter

Please contact our New York office to get an electronic copy of our standard Engagement Letter for the service you are interested in. In order for us to provide specific service, all new clients are required to review, agree, and sign our standard Engagement Letter. We cannot provide any services without an executed agreement in place.