Appointments

Click here to see what other items you may need to include with your tax return. If you collected unemployment, click here for information on how to print your 1099-G.

Call Us
Your new-found path to financial success begins with a consultation at Flower City Tax in Rochester, NY.  Whatever your goal may be; whether it’s help preparing an individual tax return, business return, setting up payroll processing services, establishing a NYS Corporation, LLC, or LLP, or amending a self-prepared tax return.  We look forward to helping you take charge of your finances and tax concerns.

To make an appointment, you can;
Call us at 585-663-8210  |  Fax us at 585-507-4691
E-mail us at appointments@flowercitytax.com

Online
To schedule online, click the button below for online scheduling 24 hours a day.

Drop Off
Or, if you prefer not to make an appointment, you can drop off your tax papers at our office.  Use this link to complete and print the ‘Drop Off’ information and ‘Engagement Letter’ forms.  Include these forms with your tax papers. 

A preparer will review your information, call you with any questions, and complete your return.  We will contact you as soon as the return is finished and make arrangement for payment and pick up.

On-line scheduling
New clients should register via phone at 585-663-8210. You may schedule your appointment at that time, or register then and schedule on-line at your convenience. We do this so that we can assess your time requirements and avoid spam registrations to this system.

Please be sure your email address and phone number are correct for your profile. Your appointment confirmation will be sent to that email address, and in case of last minute communication, we may need to contact you by phone.

When scheduling please do not leave 15 minute gaps in the schedule, as that will make it impossible to book another appointment in that timeframe, and we may call to move your appointment.

If you have any questions or problems using the online system, please call us at 585-663-8210.  If you can’t remember your password, use the Forgot Password link to create a new password.

Service Type

Tax Prep 30 Min
A 30 minute appointment is perfect for those of you that have a few W-2 forms, children, Earned Income Credit, a house, limited interest and dividends, Day Care Credit, Education Credit, Energy Credits.. Pretty much straightforward, normal stuff.

Tax Prep 45 Min
A 45 minute appointment is perfect for those of you that have small to medium sole-proprietorship DBA's, have received a 1099-MISC form for contract services, have 2 or fewer rental properties, in addition to the criteria for a 30 minute appointment.

Tax Prep 1 Hr.
A 1 hour appointment is suitable if you have a rather complicated business return, more than 3 rental properties, many stock transactions or a very complicated situation. Please call the office if you have additional concerns or questions regarding your situation.

What to Bring

• NYS Drivers Licenses Needed:  NYS, in an effort to combat fraud, is requiring us to enter both your ID # and Document # from your license, permit or State issued ID card in order to e-file your return. Please remember to have that information available for both taxpayers.
• Unemployment: 
• Payment Options:  We accept payment via cash, check or credit card at the time of your appointment. We do not extend time payments.
• We’re Engaged:  A signed Engagement Letter and Privacy Policy is required.  Please read the Engagement Letter carefully as it outlines what we both expect of each other in order to have a successful tax preparation experience and relationship.  Please bring a signed copy with you to your appointment, or when you drop off your materials for preparation.
• Additional Due Diligence Requirements:  As yet another method to crack down on the abuse of valuable tax credits, IRS has mandated additional requirements on paid preparers to ensure that the credits are going to those taxpayers that truly qualify for them.  If you are eligible for Earned Income Credit, Child Tax Credits and American Opportunity (Tuition) Credit, we will be required to document by asking pertinent questions and reviewing proof of residency and dependency documents. This is especially important if you are claiming a child under 17 that does not live with you, is not your biological child, or if you are self-employed.
• List of Acceptable Documents (must show name and address where the child resides):
  • School records
  • Medical Records
  • Health Insurance Forms
  • Landlord Statement
  • Day Care Statement
  • Social Services Letter
  • Proof of Disability
• For American Opportunity Credit (Form 1098-T, you may have to download)
  • Billing Statement showing payments, loans, grants
• If not your Biological Child:
  • Proof of Relationship
  • Foster Care Placement or Adoption Papers

Click here for an itemized list of what to bring to the appointment.

Suggestions

• Review the Due Diligence Documents needed for any of the refundable credits. 
• Read and sign the Engagement Letter and complete the ACA and Info Update form.
• Remove all your tax forms from their envelopes and don’t staple things. We scan all documents for verification.
• “Same as last year” is not a number we can put on your tax return.
• We prefer to have ‘adult time’. Please make arrangements for your children.
• Please feel free to drop off, fax or upload your info to us.
• If leaving a telephone message during or after hours, we will return your call as soon as possible during tax season.
• If you’re sick, stay home and call us to reschedule your appointment.
• Arrive on time.
• Be open to sitting with any of our experienced professionals.
• Be sure you have received all your information before we file your return. We don't know if you have received all the forms you need, but amendments are subject to additional preparation fees.
• We offer “no cash up front” options to pay us from your refund.
• No postdated checks accepted.
• By law, we cannot file your return without payment and all signatures.
• Extensions at your request are subject to a $50 deposit that will be applied toward your return preparation in that calendar year. Requests must be made in writing via email or fax.