Crowley and Sons “Virtual Visit” utilizes Zoom to take our long running mail in program to the 21st century. It is simple and easy to use. We always like to see our clients in person but we understand that some of you live far away which makes the trip difficult. For clients that want to utilize only a part of the “Virtual Visit” to save yourself a trip, you can still come in and see us either for the “drop off” (giving us your paperwork) or the “pick-up” (picking up your returns and signing your taxes) phase. If you want to see us but not come in at all, then we can schedule a Zoom meeting once we receive your paperwork.

1. Mail, email, fax, scan, text, or even set up a Zoom/video chat and send all your W-2s, 1099s, interest statements, dividends statements, retirement income statements, mortgage statements, real estate taxes, tuitions statements, stock trades, and any other tax related paperwork to:

Our Brooklyn Office (if by mail, UPS, or Fed Ex):
Crowley & Sons 3017 Quentin Road Brooklyn NY 11234
 
Please note: it is best to send your paperwork prior to the Zoom meeting or video chat so we have all information in advance. You can also email us at brooklyn@crowleysons.com or statenisland@crowleysons.com.

2. List all dependents’ dates of births (make sure to include yours and your spouse’s).
3. Enclose a copy of last year’s Tax Return.
4. Enclose your bank’s routing # and account # for direct deposit.
5. For NY tax clients please include a copy of your driver’s license or State issued ID as it is required for filing a NYS tax return G
6. Upon receipt of your package we will contact you within 24 hours to go through the tax return to ensure it is being prepared correctly and to discuss all deductions and credits. If we are doing a Zoom meeting, someone from our office will reach out for scheduling. Please note that we cannot complete your taxes until we speak to you, go over everything on your return, ensure it is correct and check that we didn’t miss anything.
7. After the call we will advise you of the cost and you can forward a check to the appropriate office.
8. Once complete, we will contact you again with your final numbers and have you sign the appropriate forms so we can transmit your return to the IRS. You can come into the office or utlize an “e-sign” program. Lastly, you will receive your copies of the return. You can pick them up at the office, or we can e-mail or mail them to you.

 
Please note: If we prepare your taxes and you decide not to file with us, there is a fee for our time and effort.