Please be advised that documents will no longer be returned.
Kindly submit clear copies or scan and email or upload to the SecureFilePro Portal.
Thank you
IMPORTANT NOTICE
The IRS will NEVER call, text or email you.
Please scan and email us any letters received via the US mail
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Welcome to Ed O’Neill Ltd, your tax preparation professionals for the 2023 Tax Season.
Thank you for choosing Ed O’Neill Ltd for all your tax needs. In compliance with the tax changes, and in an effort to serve you better and expedite the tax return process, kindly submit all your tax documents along with the following:
- The signed Engagement Letter – 2023 or Engagement Letter for Corporations
- The completed Client Information Sheet or Corporate Information Sheet
- A clear copy of the front and back of your driver’s license and your spouse’s driver’s license (required every year)
- A copy of a voided check – For Direct Deposit, if you are expecting a refund. (required every year)
Please do NOT staple or cut documents
Please Do NOT send originals; Keep them for your records.
Clear photocopies are acceptable
If you collected unemployment, you must submit a 1099 G. Simply log on to the Department of Labor website to obtain your 1099G
Please click Tax Prep Check List for assistance in submitting your tax documents.
We are pleased to announce that you are now able to upload your own documents by logging onto our SecureFilePro Portal. To request access simply email us at Office@EdONeillTaxes.info requesting access and we will email you a link for you to establish an account.
If you already have a Portal account click edoneill.securefilepro.com to access your account.
Please submit all information needed to complete your tax return at time of mail-in, fax, drop-off, email, or SecureFile Pro portal. Omission of pertinent information may cause delays in processing or an incomplete tax filing. It may also result in refund delay and/or IRS or state audit.
We look forward to serving you. Thank you for your business.
Warm Regards,
Ed
Office of Ed O’Neill Ltd.
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Your New York Tax Preparing Team
We hope to find everybody happy and healthy for the new tax season. This year there have been many changes in the tax law. Our New York Tax Preparing Team is prepared to go over them, in order to fit your specific needs.
Edward O’Neill Jr. – Owner
Ed O’Neill Jr. graduated SUNY Oswego with an accounting degree in 1996. He has steadily built the accounting business and continually gives seminars on income and estate tax planning.