Even though, online appointment slots are already full. Existing clients can: 215-985-0106 to be added to our waiting list.
We don't just fill out forms, we educate and train you to be prepared to implement a smarter business tax strategy.
We work with you to prepare your tax returns to meet your objectives, whether to save taxes, help to get you a mortgage, or save on your student loan payments.
Even though, online appointment slots are already full. Existing clients can call: 215-985-0106 to be added to our waiting list.
Online appointment slots for the 2023 tax season are full
Existing customers can contact us at info@ambrozy.com or 215-985-0106 to be added to the waitlist. Please specify your availability for scheduling, including preferred days and times. You can upload tax documents to your sharefile folder or fax them to 215-985-0108. Priority will be given to customers with tax payments due by April 15th and extensions will be filed for those expecting refunds. Rest assured, you will receive a response before the deadline. We appreciate your patience and understanding as we assist you with your 2023 tax filings.
Sending Tax Documents:
Uploading electronically:
We continue to use our secure folder sharing web application called ShareFile.
If you have already uploaded or downloaded a document from ShareFile before, you can login our from the menu bar above. If you can not remember your password, simply select “Forgot Password” to follow the steps to reset your password.
If you have never uploaded or downloaded a document from ShareFile, please contact our team to set up your account.
Fax:
Our fax number is 215-985-0108. Please put documents of multiple pages in order before sending. You may need to make a copy of the back side of pages and slip them in order before faxing. You will be notified when documents have been received.
Mailing your documents:
If you plan on mailing your documents, keep your originals, send copies if possible and request a tracking number from the Post Office. Contact our office for additional mailing instructions.
Virtual Appointments:
We will be performing virtual appointments for all clients. You will receive a Zoom link when scheduling your appointment. Other appointment options are available such as: phone, FaceTime or Skype. If you have any concerns or are unsure how to have a virtual appointment, please contact our office.
Receiving your 2023 Tax Return:
We will be using DocuSign again this year to securely review and sign your tax return electronically. A copy of your completed return will be uploaded to your ShareFile folder or emailed to you upon request. Please contact our office if you have any questions or concerns.
