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Taking on new business clients for the new tax year — the January calendar fills up early. Book a meeting

Harrow & FinchAccountants
(585) 555-0171Call

Book a first meeting

Tell us a little about the business and when suits you. A partner replies within one working day.

  • Call(585) 555-0171
  • Find us
    1900 Monroe Avenue, Suite 2
    Brighton, NY 14618
    Get directions
    Getting here

    Suite 2 is on the second floor; the stairs are just inside the Monroe Avenue door.

    There’s free parking behind the building.

  • HoursEvery day’s hours

Book a free first meeting

What’s this about?

Leave a phone number, an email, or both.

Please don’t send Social Security numbers or tax documents through this form. A partner writes back within one working day with a time.

Hours

Mon–Fri9 am – 5 pm
Sat, SunClosed
  • Thu, Nov 26 — ThanksgivingClosed
  • Thu, Dec 24 — Christmas Eve9 am – noon
  • Fri, Dec 25 — Christmas DayClosed

Evening appointments by arrangement, January to April.

Pay your invoiceLeave us a reviewSave this contact

Questions people ask first

What does the first meeting cost?

Nothing. It’s an hour of conversation so we both know whether we should work together.

Can you take over mid-year?

Yes. We collect what exists from your previous accountant or your own records, and any catch-up work is quoted separately before we begin.

Do you work with businesses outside Monroe County?

Most clients are in Monroe County, but the work is done online and we have clients across New York State.

Which software do you use?

QuickBooks Online and Xero. We’ll recommend one if you have neither.

Do you have a secure portal for documents?

Yes. Each client gets a login with the quote, and anything you upload goes straight to your partner. You can also bring paper to the drop box by the office door.

Are you open after April 15?

All year, weekdays from 9 to 5. Evening appointments are by arrangement from January to April.

The document checklist

The documents we ask for, by what you need done. Send them through the portal or bring them to the office.

For a personal return

  • W-2s and 1099s, including 1099-INT and 1099-DIV
  • Form 1098 for mortgage interest, and your property tax bills
  • Childcare costs, with the provider’s tax ID
  • Estimated payments you made, with the dates
  • Last year’s return, if you’re new to us

For a business return

  • The year’s bank and credit card statements, or a login to your QuickBooks or Xero
  • Payroll reports for the year
  • 1099s you sent to contractors
  • Receipts for equipment over $2,500
  • Loan statements, with the interest paid

For a first meeting

  • Your last two years’ returns
  • Any letter from the IRS or New York State

Please don’t send Social Security numbers or tax documents by email or through the contact form.