Joseph Oommen | CPA
215.676.7666

Returning client filing

Welcome back for the 2018 tax season!

Since you have already registered with us, we already have most of your required data in our system and your filing process will be faster.
But first, we need to know if there have been any changes in your filing status in the last year.

Tax Day 2019 is Monday, April 15, 2019.

Make sure to file your taxes before then.

STEP 1: Information Changes Last Year

A. Tax Payer Contact Information

Please complete this form then click the 'Create my PDF document' button. Save this document as you'll need it for Step 2 below.

Enter your new address:
Enter your new banking info:
Enter your dependent's status:
Enter any changes in healthcare coverage and what type of coverage you have:
Enter any moving changes:

Download the Form

IMPORTANT: Click the button to Download the PDF of your form. You will need to attach this in Step 2 below.

STEP 2: E-mail Tax Documents

Please click the SEND EMAIL button below, and attach all of the following documents:

  • PDF Returning Client Information Form
    (PDF file from Step 1 above)
     
  • All your tax-related documents, such as:
    • All w2s
    • Bank interest and dividend statements
    • Mortgage statement, property tax charity contribution amount, etc.
    • Stock sales
    • All other income-related documents
    • Student loan interest paid and college tuition amount paid in current year
    • Moving expense and miles moved
    • All other tax-deductible items

Send Email


If you have problems with the SEND EMAIL button, manually send an email with all documents above attached to: cpa@keystonetax.com
I would like to thank you for your confidence in our service. We shall send you an initial draft within 2 business days. Please introduce our service to your friends and families also.

Sincerely,
Joseph Oommen, CPA
© 2019 Keystone Tax Services Inc
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