Client Datasheet

Ensuring accuracy in your tax filings begins with a comprehensive client datasheet. Provide us with the necessary details, and our experienced team at Liberty Tax New York will navigate through the complexities, maximizing your returns and minimizing stress. Your financial peace of mind starts with a well-detailed datasheet – let's get started today!

Uniondale Office

Freeport Office

Wheatley Heights Office

FAQS

Is there a cap on the number of individuals I can refer to Liberty Tax to earn $50?

No, thats the great thing about our reward program. You can send as many people as you want and earn $50 for every person you send. The amount you can earn is UNLIMITED.

Why should I work with Liberty Tax instead of filing taxes myself?

Liberty Tax have the expertise to navigate complex tax codes, identify deductions, and ensure accurate filing, potentially saving you money and avoiding costly errors.

How much does it cost to work with Liberty Tax?

The cost varies based on factors like complexity and location. However, it's crucial to weigh the expense against potential savings and the peace of mind gained from professional assistance.

What documents do I need to bring when meeting with a tax professional?

Common documents include W-2s, 1099s, receipts for deductions, and any relevant financial statements. Your tax professional will provide a detailed list.

Can a Liberty Tax help me if I have multiple sources of income?

Absolutely. Tax professionals are equipped to handle diverse income sources, ensuring accurate reporting and maximizing potential deductions.

Will Liberty Tax help me in case of an audit?

Yes, many tax professionals offer audit assistance. They can guide you through the process, help prepare documentation, and represent you before tax authorities.

What's the deadline for filing taxes Liberty Tax?

The tax deadline is typically April 15th. However, we often have busy schedules leading up to this date, so it's advisable to start the process well in advance.

Can a Liberty Tax help me with tax planning for the upcoming year?

Absolutely. Tax professionals provide valuable insights into tax planning strategies to optimize your financial situation for the future.

What happens if I made a mistake on my tax return after it's filed?

We can help you amend your return. It's essential to address any errors promptly to avoid potential penalties.

Are tax preparation fees tax-deductible?

In certain situations, tax preparation fees can be deductible. We can provide guidance on eligibility and the specific criteria.

Can Liberty Tax help me with state and local taxes, or just federal taxes?

ax professionals are well-versed in both federal and state tax regulations. They can assist with all aspects of your tax obligations, ensuring compliance at every level.