The Offices of Garytaxman and Son, LLC

The firm has two offices, one in Westchester County and one in New York City.

The Westchester office is located at:

1360 Sunny Ridge Road

Mohegan Lake, NY 10547

The Manhattan office is located at:

521 Fifth Avenue (entrance on 43rd Street)

Suite 1713

New York, NY 10175

Through appointment only, Gary and Scott divide their time between the NYC and Westchester offices.

Beginning in February, Gary will be in the Manhattan office 8:30AM to 6PM select weekdays and in the Mohegan Lake office from 9AM to 6PM select weekdays, as well as Saturdays. Also beginning in February, Scott will be in the Manhattan office 8:30AM to 6:00PM select weekdays and Saturdays and in the MOhegan Lake office from 9:00AM to 6:00PM Mondays and select Saturdays.  There are no Sunday hours.

The best way to schedule appointments in either office is to call (914) 245-7609 during regular business hours or email ellen.reing@garytaxman.com to schedule an appointment.

Please bring all your paperwork and, if complete, expect to leave with your completed return.  If you have any questions before your appointment, please email Ellen at ellen.reing@garytaxman.com.

In the event you can't keep your appointment, please give us 48 hours notice, as space is limited during tax season.

Payment is due at the time service is provided. If you mail in your tax paperwork, please be sure to enclose the fee in the form of a check or money order.

Yes, we prepare income taxes for all states.

Yes, you can mail in your paperwork.  Send it to the Mohegan Lake office before March 21st to guarantee a timely accurate return that can be e-filed.

If you need to file an extension, please have your paperwork into our office by April 1st.  Please remember that an extension is an extension of time to file and does not extend the time to pay.

If you have all the required information with you, you will leave the office with your completed return.  If you are missing information, you can email or fax the info when available and the completed return will be ready for pickup or mailing.

If you are a new client it is imperative that you provide a copy of your last tax return.

We can do multiple tax returns, but when you make your appointment please let us know that you have more than one year to do.  If we do everything in a sit-down meeting, we will need to make a longer appointment for you.

This is determined on a case by case basis.  We set up the return as married filing jointly and after all relevant information is acquired, an analysis is run to determine which status is better.  There are other reasons to file separately even when it would result in higher taxes being paid where one of the spouses has a tax debt, student loan debt or other legal issues.

Your status for the year is based on what your circumstances are on December 31st.  If you were married during the year and remain so on Dec. 31, you are eligible to file your return under married filing joint status.  If you are divorced during the year and are single on December 31, you would file as single or head of household if you have children.

Yes.  Applications are currently taken at the hospital for new babies when they are born.  In order to get the appropriate exemptions and tax credits where applicable, a social security number for the child must be included on the return.

If you meet the requirements for e-filing, we can e-file for you.

You should not wait to make your appointment, as space is limited and spots fill up fast. 

If you don't have all your paperwork before your appointment, bring in everything you do have and we'll complete as much of your return as possible.  You may fax or mail the rest of your paperwork when you receive it and we can complete the return and either mail it or arrange for you to pick it up.

Call the Mohegan Lake office at (914) 245-7609 or email before January 31st at ellen.reing@garytaxman.com to order an organizer.

Please note: Organizers are based on information we have on file for you, so if you are a new client we are not be able to provide an organizer.

We do personal taxes, but we also handle all business taxes - including income, corporate, partnership, sales and payroll.  We also prepare estate taxes at both the federal and state levels.

Unfortunately we have no control over when your refund is issued. However, you can track your return on the IRS website

You must file a tax return if your income is above a certain level. The amount varies depending on filing status, age and the type of income you receive.  For example, a married couple both under age 65 generally are not required to file until their joint income reaches $17,500. However, self-employed individuals generally must file a tax return if their net income from self employment was at least $400.  Check the "individuals" section of the IRS Web site at IRS.gov or consult the instructions form 1040, 1040A or 1040EZ for specific details that may affect your need to file a tax return with the IRS this year.  Even if you do not have to file, you should file to get money back if Federal Income Tax was withheld from your pay, or you qualify for a refundable credit that may give you a refund even if you do not owe any tax. Refundable credits include:

• Earned Income Tax Credit. The Earned Income Tax Credit is a federal income tax credit for eligible low-income workers. The credit reduces the amount of tax an individual owes, and may be returned in the form of a refund.
• Additional Child Tax Credit. This credit may be available to you if you have at least one qualifying child and you did not use the full amount of your Child Tax Credit
• Health Coverage Tax Credit. Limited to certain individuals who are receiving certain Trade Adjustment Assistance, Alternative Trade Adjustment Assistance, or pension benefit payments from the Pension Benefit Guaranty Corporation.