Welcome New and Returning Clients!

We are excited to welcome you back!

Before you begin gathering any tax documents or filling out any forms, please contact our office at               (518) 438-0203 or info@tmruso.com to inquire about client availability.

Due to the high demand for our services, we have limited space for new clients.

Once you have confirmed availability with our team, we will guide you through the onboarding process and provide you with the necessary forms and instructions.

We look forward to the possibility of serving you!

 For clients who prefer the convenience of electronic document submission, we offer two options:

• Secure Client Portal: We highly recommend utilizing our secure client portal for the most efficient and secure transmission of your tax documents. The portal is user-friendly and allows for easy uploading and organization of your information.
   
• Email: As an alternative, you can email your tax documents to info@tmruso.com. Please note that while email is an option, we strongly encourage using our secure client portal for enhanced security and a more intuitive user experience.
   

Electronic submission streamlines the tax preparation process and allows for faster turnaround times. We are committed to providing you with the most convenient and secure options for submitting your information.

 For clients who prefer a hands-on approach, we offer a convenient in-person document drop-off service. Simply bring your tax documents to our office during business hours.

To ensure a smooth and efficient process, please complete the following:

• Client Drop-Off Form: This form provides essential information about you and your tax situation.

• Optional: Client Organizer: Completing our optional Client Organizer will help us gather the most accurate information about your income, expenses, and deductions, leading to a more efficient and accurate tax preparation.

We understand that everyone has different preferences. This option allows you to maintain control over your documents while still receiving the high-quality tax services you deserve.