Please note our UPDATED OFFICE HOURS:  Monday - Friday: 9am - 4pm;  Saturday & Sunday - CLOSED

Here at Tax & Investment Group it is our top priority to ensure the health and safety of our clients and staff members.


Effective June 1st our office will begin taking limited face-to-face interviews with people for the remainder of tax season. Our office reception area is CURRENTLY open for pick-ups and drop-offs ONLY. Please make every effort to get your tax documents to our office now as we will not have appointment time available for everyone. In almost every situation, a face-to-face interview is not needed to complete an accurate tax return. 


The tax filing deadline has been changed to July 15th, and if you owe money to either Federal or NYS, you will have until July 15th to pay your taxes without penalty or interest.


Please utilize our secure drop box located at the front of the building or mail, e-mail or fax your documents to our office. Your tax preparer will then complete your tax return and call you. In every situation, we will be able to complete an accurate and timely tax return. We will then mail your tax return to you via USPS Priority Mail. All tax return prices will be increased by $10. 


We have a full staff of knowledgeable tax professionals able to assist you during these uncertain times. Please feel free to call our office or e-mail your tax preparer at any time.


We apologize for this inconvenience but trust that as our valued clients you will understand that we are all in this together and with your cooperation, we will get through this together. 

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Check the background of this financial professional on FINRA's BrokerCheck