Thank you for using our online form to verify your identity and banking information for this year's tax return. This form allows you to send us personal information in a secure manner - you should see a "Secured by Formsite" badge at the bottom of this page and the link in your address bar should begin with "https://"

Please complete the fields below and submit the form so that we may file your tax return. If you have any questions please contact our office at (973) 948-5179 and dial "0" for the receptionist.

Taxpayer Name *

Spouse Name (if filing a Joint Return)

Identity Verification

Some states now require us to obtain identification from you to allow us to e-file your income tax return. This is a form of fraud protection to help prevent identity thieves from filing a false return and claiming a refund in your name before you actually file.

This information is optional for Federal and most states - If you are filing a NY State Tax Return you must fill out the fields in this section, other states are optional.

Taxpayer Form of Identification (Driver's License or State Issued ID)

Taxpayer ID Number

Taxpayer ID State of Issuance

Taxpayer ID Issue Date +

Taxpayer ID Expiration Date +

Taxpayer ID Document Number (NY Only - Instructions to Locate)

Spouse Form of Identification (if filing a Joint Return)

Spouse ID Number

Spouse ID State of Issuance

Spouse ID Issue Date +

Spouse ID Expiration Date +

Spouse ID Document Number (NY Only - Instructions to Locate)

Bank Verification

Per IRS Security Summit requirements, please verify the name of your financial institution, routing transit number, account number and type of account below.

Name of Financial Institution *

Financial Institution Routing Number: *

Your Account Number *

Checking or Savings Account *

Checking

Savings

Is this a joint account? *

Yes

Taxpayer Signature *

clear

Spouse Signature (if you are using a Joint Account)

clear

Return & Organizer Delivery, E-Signature

Please tell us how you would like to receive your copy of your completed tax returns? *

Securely sent via our LISCIO Pro Desktop & Mobile App

Posted to your private portal

Email (encrypted & masked)

Pick up at our office

Certified Mail or other common carrier (UPS, FedEx, etc.)

Please let us know the preferred method of delivery for next year's Tax Organizer? *

Securely sent via our LISCIO Pro Desktop/Mobile App

PDF Organizer (uploaded to your portal)

Email (encrypted & masked)

Pick up at our office

You now have the ability to e-sign all of your tax documents this year. Please enter the email address(es) that you would like us to send your documents to for e-signature. You will receive and Adobe Sign email requesting your signature(s) once your tax returns are complete.

As per IRS regulations, if you are married filing jointly, two separate emails are required.

Taxpayer Email *

Spouse Email (if filing a Joint Return)