The Real Problem: People lose money not because they don't have income, but because they can't prove their expenses or they forget local tax credits, leading to "math error" notices from the IRS.
Stop Guessing What Your Accountant Needs
If you walk into an office at 206 S Broadway with a shoebox of loose receipts, you’ve already lost. In my 30+ years of experience with Yonkers clients, I’ve seen that the difference between a $500 and a $5,000 refund is often just one missing form.
The Essential List:
- Identity Verification: SSA cards for everyone. If you don't have one, we specialize in ITIN applications—something corporate chains often mess up.
- The Income Trail: W-2s and 1099s. If you’re a freelancer in Westchester, I need your bank statements, not just "estimates."
- The Yonkers Factor: If you live here but work in NYC, I need your specific city withholding. Since Pupilo Tax was established in 1985, we’ve seen the state challenge residency status constantly. Bring your lease or utility bills to prove you lived in Yonkers all year.
The Solution
Organize your documents by category (Income, Adjustments, Credits) before you sit down with us. It ensures accuracy and speeds up your refund.