At Senior Tax Services, we try to make our process simple.

Fill out the “Let’s Get Started!” Questionnaire

If you haven’t already done so, please fill out the “Let’s Get Started!” Questionnaire below. Otherwise, Proceed To Step Two.

Complete the Client Organizer and Print/ Sign the Attestation Letter.

This helps us prepare your taxes accurately and on time. You can find these forms by navigating to the Client Portal and selecting Client Forms. Print out the Organizer and complete as much information as possible. If you need us to send these to you by email or U.S. mail, let us know. If you have questions or need help filling it out, please call or email.

Gather Your Documents

You should receive your tax forms by late January or early February. Some forms may take longer. Please wait until you have everything before sending your documents to us. If you’re not sure, call or email, as we may have access to last years return, so we can compare. We kindly ask that you refrain from sending us any unnecessary documents.

Let us know your Documents are on the Way!

Once you have all your documents together, click on the button below, then drop them in the mail. We’ll let you know when we receive them.

MAILING ADDRESS

PO BOX 269

WHITING, NJ 08759

If you choose not to mail your documents, please see more options below:

  1. Email: (docs in PDF format, please)

  2. Fax: 732-358-0967

  3. Client Document Upload: For those who prefer convenience, we offer a secure online portal to upload your documents.

  4. Pick-Up/Drop-off Service: If you would prefer not to mail your documents, we offer a pick-up/drop service for an extra fee. Let us know if this works for you.

  5. Personal In-Home Service: For those who prefer face-to-face service at home, we can come to you for an additional fee.

Up close and personal: For those who are interested, we offer video conferencing through Google Meet.  

Review Your Tax Return

We’ll complete your tax return, then we’ll contact you to review it. We’ll answer any questions or concerns you have and make sure you understand everything before finalizing it.

Authorization & Delivery

Once everything is reviewed, we’ll send you a copy of your tax return and IRS Form 8879 (for your approval). You can sign and return this form to us by mail or electronically. Make sure to review your return carefully, including all details, especially your bank account information, address, and dependents to ensure accuracy. We will return all original documentation provided by you with your packet.

E-File Your Return

Once we receive your signed Form 8879, we’ll electronically file your tax return with the IRS and your state agency.

That’s it! Simple and easy, just the way taxes should be. If you have any questions, don't hesitate to call us!