PERSONAL TAXES
Getting your personal taxes done doesn't have to be as painful as root canal. 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. We don't just fill out forms, we fill them out purposefully with you in mind and always within the law. Your return will be prepared by experienced tax professionals; who will provide you many ways to save and lower your tax bill or prepare your income and deductions for obtaining loans and financing.
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.
Having your return completed accurately, efficiently and quickly is all in the preparation. We've created the following downloads to help you prepare for your appointment with the aid of worksheets to help you gather your numbers together for these more complex tax scenarios; as well as a list of What to bring for your appointment. We're here to help so there are no stupid questions.
A list of important forms and documents to look for to get your taxes done
New Client Worksheet
Complete & email us this form with your client information for your tax return
Returning Client Worksheet
Complete & email us this form with any new client information for your tax return
Direct Deposit Agreement
Downloading & completing this form authorizes Ambrozy Accounting to initiate tax agency automatic deposits and withdraws from your account.
If your bank information has changed please complete the Direct Deposit Agreement so we can update your account.
Credit Card Authorization
For regular and recurring work, complete and send us this form so payments can be automatically charge to your credit card.
Optional Worksheets
Below are some worksheets to help you get organized.Tax related work documents
Please send your tax documents to us prior to any appointments. This will help streamline the tax preparation process. Tax documents can be uploaded to our secure online portal, faxed, or dropped off in person at our office.
Documents can be sent electronically to use our secure folder sharing web application ShareFile
If more information is needed to prepare your return, a tax preparer will get in touch with you. The timeliness of your cooperation is essential to our ability to complete your returns. Accordingly, if we do not receive information from you, it may be necessary for us to pursue an extension of the due date of your return.
Once completed, your tax return will be e-filed only upon the receipt of your signature pages and payment for services rendered.