FAQS

Your Frequently Asked Tax Questions Answered by Our Tax Specialists

Are you looking for a reliable tax professional? As Enrolled Agents, our tax experts are licensed to work in all 50 U.S. States, however, we specialize in providing knowledgeable tax preparation, planning and consulting to New York businesses and residents within New York City, Brooklyn and 5 Borough’s. Since 2015, the Enrolled Agents at

have successfully provided their clients with expert tax advice that reduces liabilities and maximizes returns. Our tax professionals provide Brooklyn, Queens, Manhattan and cities throughout New York County, NY, with quality tax services including:

  • Individual Tax Preparation
  • Corporate Tax Preparation
  • Incorporating Services
  • Financial Planning
  • Accounting & Bookkeeping
  • Estate Planning
  • IRS Tax Audit Help
  • & More

View the entire list of New York cities our tax professionals serve below, or schedule a free 30-minute tax consult with one of our tax advisers now.

FILING WITH CITYLINE TAX

  • Download a copy of our Individual Questionnaire, by visiting our Tax Forms page and bring the following items to your appointment:
    • The attached worksheet filled out with your figures and the appropriate paperwork for backup.
    • A voided check for E-filing.
    • All of your W-2 forms, 1099 forms and Schedule K-1 forms.
    • Records of other income, such as property sales, business and/or rental income and expenses.
    • Records of any expenses incurred for your employment.
    • Your house payment book or 1098 form from the lender and record of property tax paid.
    • Loan or purchase contracts for business assets sold and/or purchased.
    • Escrow statements on real estate sold or purchased.
    • Copies of you and your children’s Social Security cards.
    • Health Insurance verification: Form 1095-A (from Exchange), Form 1095-B or Form 1095-C (From employer)
  • Download a copy of our Corporation Questionnaire or our Partnership Questionnaire and email or fax the following information to your tax consultant, at least 48 hours before your appointment:
    • A copy of your Profit and Loss Statement (or list of income and expenses) for the period from January 1st to December 31st. Make sure to verify that the report is established in either a cash basis or accrual basis depending upon your operating basis. If your company’s year ends on a month other than December 31st, we will need a copy of your Profit and Loss Statement for the relevant fiscal 12-month period.
    • A copy of your Balance Sheet for the period ending December 31st. Make sure to verify that the report is established in either a cash basis or accrual basis depending upon your operating basis. If your company’s year ends on a month other than December 31st, we will need a copy of your Balance Sheet for the relevant fiscal period.
    • The balance of corporate bank accounts at the end of the year.
    • How much money you or the shareholders contributed to the business throughout the year.
    • How much money you or the shareholders distributed out of the business throughout the year.
  • View our full list of items to bring your corporate tax preparer here.
  • The ideal time for an appointment is between Thanksgiving and Christmas. If your company’s year ends on a month other than December 31st, we recommend scheduling an appointment for anytime in the last six weeks of the fiscal period. This allows enough time to handle all year-end processes and planning, stress-free!
  • If you need an electronic copy of a tax return or any other document we may have on file, you may request copies by contacting our office at 818-242-4888.
  • If you need to contact your tax consultant, you may call our office at 818-242-4888. From there, our staff will direct you to the appropriate staff member for assistance.

FILING WITH CITYLINE TAX

  • Download a copy of our Individual Questionnaire, by visiting our Tax Forms page and bring the following items to your appointment:
    • The attached worksheet filled out with your figures and the appropriate paperwork for backup.
    • A voided check for E-filing.
    • All of your W-2 forms, 1099 forms and Schedule K-1 forms.
    • Records of other income, such as property sales, business and/or rental income and expenses.
    • Records of any expenses incurred for your employment.
    • Your house payment book or 1098 form from the lender and record of property tax paid.
    • Loan or purchase contracts for business assets sold and/or purchased.
    • Escrow statements on real estate sold or purchased.
    • Copies of you and your children’s Social Security cards.
    • Health Insurance verification: Form 1095-A (from Exchange), Form 1095-B or Form 1095-C (From employer)
  • Download a copy of our Corporation Questionnaire or our Partnership Questionnaire and email or fax the following information to your tax consultant, at least 48 hours before your appointment:
    • A copy of your Profit and Loss Statement (or list of income and expenses) for the period from January 1st to December 31st. Make sure to verify that the report is established in either a cash basis or accrual basis depending upon your operating basis. If your company’s year ends on a month other than December 31st, we will need a copy of your Profit and Loss Statement for the relevant fiscal 12-month period.
    • A copy of your Balance Sheet for the period ending December 31st. Make sure to verify that the report is established in either a cash basis or accrual basis depending upon your operating basis. If your company’s year ends on a month other than December 31st, we will need a copy of your Balance Sheet for the relevant fiscal period.
    • The balance of corporate bank accounts at the end of the year.
    • How much money you or the shareholders contributed to the business throughout the year.
    • How much money you or the shareholders distributed out of the business throughout the year.
  • View our full list of items to bring your corporate tax preparer here.
  • The ideal time for an appointment is between Thanksgiving and Christmas. If your company’s year ends on a month other than December 31st, we recommend scheduling an appointment for anytime in the last six weeks of the fiscal period. This allows enough time to handle all year-end processes and planning, stress-free!
  • If you need an electronic copy of a tax return or any other document we may have on file, you may request copies by contacting our office at 818-242-4888.
  • If you need to contact your tax consultant, you may call our office at 818-242-4888. From there, our staff will direct you to the appropriate staff member for assistance.

FILING WITH CITYLINE TAX

  • Download a copy of our Individual Questionnaire, by visiting our Tax Forms page and bring the following items to your appointment:
    • The attached worksheet filled out with your figures and the appropriate paperwork for backup.
    • A voided check for E-filing.
    • All of your W-2 forms, 1099 forms and Schedule K-1 forms.
    • Records of other income, such as property sales, business and/or rental income and expenses.
    • Records of any expenses incurred for your employment.
    • Your house payment book or 1098 form from the lender and record of property tax paid.
    • Loan or purchase contracts for business assets sold and/or purchased.
    • Escrow statements on real estate sold or purchased.
    • Copies of you and your children’s Social Security cards.
    • Health Insurance verification: Form 1095-A (from Exchange), Form 1095-B or Form 1095-C (From employer)
  • Download a copy of our Corporation Questionnaire or our Partnership Questionnaire and email or fax the following information to your tax consultant, at least 48 hours before your appointment:
    • A copy of your Profit and Loss Statement (or list of income and expenses) for the period from January 1st to December 31st. Make sure to verify that the report is established in either a cash basis or accrual basis depending upon your operating basis. If your company’s year ends on a month other than December 31st, we will need a copy of your Profit and Loss Statement for the relevant fiscal 12-month period.
    • A copy of your Balance Sheet for the period ending December 31st. Make sure to verify that the report is established in either a cash basis or accrual basis depending upon your operating basis. If your company’s year ends on a month other than December 31st, we will need a copy of your Balance Sheet for the relevant fiscal period.
    • The balance of corporate bank accounts at the end of the year.
    • How much money you or the shareholders contributed to the business throughout the year.
    • How much money you or the shareholders distributed out of the business throughout the year.
  • View our full list of items to bring your corporate tax preparer here.
  • The ideal time for an appointment is between Thanksgiving and Christmas. If your company’s year ends on a month other than December 31st, we recommend scheduling an appointment for anytime in the last six weeks of the fiscal period. This allows enough time to handle all year-end processes and planning, stress-free!
  • If you need an electronic copy of a tax return or any other document we may have on file, you may request copies by contacting our office at 347-295-1067.
  • If you need to contact your tax consultant, you may call our office at 347.295-1067. From there, our staff will direct you to the appropriate staff member for assistance.

FILING WITH CITYLINE TAX

  • Download a copy of our Individual Questionnaire, by visiting our Tax Forms page and bring the following items to your appointment:
    • The attached worksheet filled out with your figures and the appropriate paperwork for backup.
    • A voided check for E-filing.
    • All of your W-2 forms, 1099 forms and Schedule K-1 forms.
    • Records of other income, such as property sales, business and/or rental income and expenses.
    • Records of any expenses incurred for your employment.
    • Your house payment book or 1098 form from the lender and record of property tax paid.
    • Loan or purchase contracts for business assets sold and/or purchased.
    • Escrow statements on real estate sold or purchased.
    • Copies of you and your children’s Social Security cards.
    • Health Insurance verification: Form 1095-A (from Exchange), Form 1095-B or Form 1095-C (From employer)
  • Download a copy of our Corporation Questionnaire or our Partnership Questionnaire and email or fax the following information to your tax consultant, at least 48 hours before your appointment:
    • A copy of your Profit and Loss Statement (or list of income and expenses) for the period from January 1st to December 31st. Make sure to verify that the report is established in either a cash basis or accrual basis depending upon your operating basis. If your company’s year ends on a month other than December 31st, we will need a copy of your Profit and Loss Statement for the relevant fiscal 12-month period.
    • A copy of your Balance Sheet for the period ending December 31st. Make sure to verify that the report is established in either a cash basis or accrual basis depending upon your operating basis. If your company’s year ends on a month other than December 31st, we will need a copy of your Balance Sheet for the relevant fiscal period.
    • The balance of corporate bank accounts at the end of the year.
    • How much money you or the shareholders contributed to the business throughout the year.
    • How much money you or the shareholders distributed out of the business throughout the year.
  • View our full list of items to bring your corporate tax preparer here.
  • The ideal time for an appointment is between Thanksgiving and Christmas. If your company’s year ends on a month other than December 31st, we recommend scheduling an appointment for anytime in the last six weeks of the fiscal period. This allows enough time to handle all year-end processes and planning, stress-free!
  • If you need an electronic copy of a tax return or any other document we may have on file, you may request copies by contacting our office at 347-.295-1067.
  • If you need to contact your tax consultant, you may call our office at 347-.295.1067. From there, our staff will direct you to the appropriate staff member for assistance.