Polo Park Club House

426 Polo Park Blvd

Closed for the season. Thank you.


 
 

Print the PDF form below.  

Fill it out and bring it to your appointment.

Completing this form in advance lessens your appointment wait time.

Last year form example below.
Waiting for the New Form.

Please bring the following information with you to your appointment:

  • Proof of identification (photo ID) / Driver’s License (for spouse if MFJ)

  • Social Security cards for you, your spouse and dependents

  • Individual Taxpayer Identification Numbers (ITIN) for your spouse and your dependents if you do not have Social Security numbers

  • Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers

  • Interest and dividend statements from banks (Forms 1099). Or information on any amount of interest earned.

  • All brokerage statements.

  • Your copy of last year’s federal tax return

  • For Direct Deposit, we MUST see a CHECK or a letter from your bank with account and routing numbers.

WANT TO DO YOUR TAXES ON YOUR OWN?

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¬†Call (617) 401-7877 or email [email protected] today