Annual Tax Letter & Checklist and How to Get Your Tax Documents to Us

This month we will be sending our Annual Tax Letter & Checklist via email. If you have had a change to any of your contact information (email, phone, address), please let us know as soon as possible.

Sending us your tax documents:

We now use ShareFile as a secure way for you to send us your tax documents. You can email dconnor@zulchtax.com for a secure link to use. No username or password is required. Other ways to transmit your documents to us:

• Scan & email to anyone in our office

• Fax to us (845) 758-1297

• Drop your copies in our locked drop box located on the front porch

• Mail copies to 8 Prince Street, Red Hook NY 12571

As a reminder, if we receive original documents, we will store them in our archive for three years after which time they will be shredded unless you call in advance to arrange for a pickup.