Our Process
To ensure a streamlined and accurate return process, please provide all required documentation at once. Missing documents and information will delay the timely completion of your return and filing.*
STEP 1
COMPLETE THE INTAKE FORM
Intake Forms enable us to obtain the information we need to set up and process your return, including all names, birthdates, social security numbers, dependent information, business statements, and pertinent contact info; we need to know a number to call and where to email your return! If information is missing, your return will be delayed. Please click on the applicable link below to download forms.
SUBMIT YOUR FORMS & DOCUMENTS
The following documents are REQUIRED:
Completed Client Intake Form (CIF) or Business Intake Form (BIF)
A copy of last year's tax return (or most recently filed tax return)
This step is critical to ensure continuity and accuracy of your return.
All supporting documentation including, but not limited to:
W-2, 1099-INT, 1099-DIV, 1099-B, 1099-MISC, 1098 Mortgage Statement, 1098-T, Property Tax Statement, 1098-E, 1095, etc. Click here for a list of all supporting documentation.
* NEW YORK & NEW JERSEY RESIDENTS ONLY *
Please submit a copy of your driver's license (front & back) as required by state laws.
To submit your documents, you may:
Upload via our secure online portal. Click here.
Scan high-res images and e-mail to: info@EmpireTaxServices.com
Fax them to us at 732.637.8882
Call us at 732.637.8881 to arrange a Scheduled Drop-off & Pick-up**
Mail documents to:
Empire Tax Services, 206 County Road 537, Colts Neck, NJ 07722
We recommend that you keep originals and mail copies.
STEP 2
STEP 3
TAX RETURN & PREPARATION
Congratulations! You have done your part, now we'll do ours to get you the best possible outcome.
Please be available for follow-up inquiries and/or requests for additional documentation.
REVIEW & FOLLOW-UP APPOINTMENTS
Once your return is complete, we will provide you with a detailed breakdown of the outcome.
If you are happy with your return, please go to STEP 5.
If you have additional questions or concerns regarding your return, we will schedule an appointment for a follow-up phone or Zoom consultation. Please note that it may be 1 to 3 days after the return is completed to accommodate a review.
STEP 4
STEP 5
PAYMENT
Upon receipt of payment, we will email a finalized copy of your completed return.
The following forms of payment are accepted:
Cash, Check & Credit Cards (Visa, MasterCard, AMEX, Discover)
STEP 6
E-SIGNATURE & E-FILE PROCESSING
Once a return is finalized, you will receive an e-mail from Empire Tax Services containing the following:
Part 1: Finalized copy of your tax return for your records (Password-Protected)
Please review for accuracy and let us know of any discrepancies.
Part 2: Electronic Filing (E-File) Authorization Forms (Password-Protected)
Print, sign and return your E-File Authorization forms. You may:
Upload them to our secure portal | Scan and email | Fax | Mail
** IMPORTANT **
Returns will not be electronically filed with the IRS and/or State Agencies until all required E-File Authorization Forms are signed and returned.
Once signed forms are received, your return will be electronically transmitted (E-Filed) to the IRS and respective State Agencies. Once accepted, you will receive email confirmations from the IRS and State Agencies typically within 24 to 72 hours. If tax returns are rejected, we will contact you directly to resolve any errors.
*Due to the complexity of US tax codes, some returns may take longer than others to prepare. We will contact you via email, text or phone as to your status. The quickness of your reply will have a direct impact on the time it takes to complete your return.
**Scheduled Drop-offs and Pick-ups: Please call to schedule a drop-off of required documentation and pick-up of completed returns at our office. Check-in with the receptionist upon arrival. Masks are requested. Scheduled reviews and follow-up appointments will be conducted over the phone or via Zoom.