To our Valued Clients,

BREAKING NEWS!!

On March 21, 2020, the US Treasury Secretary extended until July 15, 2020, the date to file (and pay if applicable) your 2019 federal income tax returns. This also includes the date to pay the first federal estimate for 2020. We do not yet have guidance on paying the 2020 federal estimate #2, due June 15, 2020. New York and New Jersey have both adopted the Federal extension dates for filing and paying your 2019 taxes, and the dates for paying any state estimated taxes for 2020. Most other states have also conformed to the Fed. If you are unsure of your state's due dates, log onto your state's tax department website for current information.

Covid-19 (corona virus) has caused unprecedented disruption in all our lives. As of today, many institutions have taken measures to limit social contact during this stage of the virus outbreak. We have implemented a plan to follow what other businesses, educational institutions and governments have also put into place.

Our firm will continue preparing and processing tax returns for our clients, but for the foreseeable future, I have suspended all “in-office” tax appointments and any visits from clients. We will be “open for business”, just not open for any visitation until further notice. If you have not yet scheduled your “in-office” tax appointment, you are requested to either drop-off, mail-in, or upload (to our portal) your tax documents (see instructions below).

If you have already had your appointment, or sent us your tax documents by drop off, mail, or portal, then the only request we make is that you do not come to the office unless you are dropping off additional documents (see the “Drop-off procedure, by office, below). For local clients that have usually picked up their completed tax returns in the past, we will be mailing your returns, in keeping with the need to limit social contact with staff.

Please follow the instructions below on how to get us your 2019 tax information until further notice:

Drop-offs

      Ridgewood Office:

  1. If your appointment was scheduled for Ridgewood, bring your tax documents (in an envelope) to the office building, and drop them in the black drop box at the door next to the office. I will be stopping by daily to retrieve whatever is in the box. The building is usually open from 9am to 6pm (or later).
  2. If you wish, you can email the office (firm@millsteinco.com) that you dropped off.
  3. It is important to note, this office will not be open for visitation or appointments until further notice.

Goshen Office:

  1. If your appointment was scheduled for Goshen, bring your tax documents (in an envelope) to the office building. A drop box has been installed and is located outside the office door in the hallway.
  2. The drop box will be monitored frequently during each day.
  3. PLEASE, DO NOT COME INTO THE OFFICE. Maintaining limited social contact is extremely important during this stage of the Covid-19 outbreak. It is likely that we will keep the office door locked most of the day to prevent access.

Mail-Ins

For BOTH offices, please mail your documents to the Goshen office.  The Ridgewood post office will not leave large packages at the Ridgewood office (it is a small mailbox). The document will have to be picked up at the post office and will result in delays.

To mail in your tax documents, please do so using one of the following:

  1. US Postal Service’s Priority Mail option. It only costs $7.50 for a large envelope, and it is a trackable mailing.
  2. UPS or Fed Ex two-day shipping. The costs vary depending on size and distance.

Please mail all documents to the Goshen, NY, office. The address is posted in the "Contact Us" menu of this website.

We DO NOT recommend using regular mail (untracked). If the package is lost, we will have no way of helping you track it down.

Secure Drawer (SD) Portal upload

The firm utilizes a Cloud based portal to safely and securely transfer documents. It is unsafe to email us documents that include personal information (social security numbers, dates of birth, etc), unless you can password protect the document.  Contact the office at firm@millsteinco.com to request access. We will contact you by email with instructions

We are in an unprecedented moment. Our ability to continue with our tax season work is important, and we are taking these necessary precautions to keep our staff, their families and our clients safe. Your cooperation is vital in helping us do whatever we can to prevent this virus from impacting our firm and community. 

Be safe,

Allan L. Millstein, CPA