To schedule your appointment
Please call us at 782-0209, 800-688-1045 or Request an Appointment Online.

What should I bring in or send in PRIOR to my appointment?
Please have items to us at least ONE WEEK before your appointment such as: your completed tax organizer, pay stubs, interest/dividends statements, mortgage interest and real property tax forms, real estate closing statements, documents related to sales of investments including date of purchase and cost basis, self-employment income and expense items, social security numbers for new dependents, birthdates for all filers and dependents, real estate rental information, contributions to/distributions from a retirement plan, student loan interest, moving expenses, unreimbursed employee expenses, and estimated tax payments made for both federal and state taxes. Basically, please supply anything you believe will have any bearing on your 2011 Tax Return. All original documentation that you provide to us will be returned to you with delivery of your tax return.

What happens during my appointment time?
During your appointment time, you will meet with an experienced tax professional to review your previously submitted documents, answer your questions, discuss any other needed information, and set a timeframe for completing and filing your return. You are welcome to call with additional questions at any time.

What if I need to change my appointment time?
If your originally scheduled appointment is no longer convenient, please call us as soon as possible. Tax time is a busy season for appointments and we would like to be able to quickly reschedule you to another convenient time. Such advance notice also allows us to accommodate other people who need appointments.

How long does it take to prepare my return?
Once we have met with you for your appointment and have all the needed information, it will take approximately two weeks to complete your return. We can accommodate early returns needed for the STAR exemption verification deadline of March 1^st and also assist with return information for the FAFSA (financial aid) application process as long as information is received by mid-February.

Please note that we need to have complete return information no later than April 10th, 2012 in order to meet the April 17^th filing date for you.

What is the approximate cost of preparing a tax return?
Our fee for preparing your tax return is based on the type of return and the schedules necessary to properly complete the return. For example, the fee for a federal Form 1040 (Individual Income Tax Return) with a Schedule A (Itemized Deductions), a Schedule D (Capital Gains), a New York state income tax return, and no complicating issues would be approximately $195. All return fees include E-filing service.

If you have a more complicated situation or need additional work done, we will discuss the fees with you at the time of your appointment.

How do I track my refund?
You can check on your individual federal tax refund at www.irs.gov “Where’s My Refund” or 800-829-4477.

You can check on your individual New York refund at www.tax.ny.gov “Check Refund Status” or 518-457-5149.

Tax Preparation Appointment

Welcome to the 2011 tax season! CAP COM Financial Services' team of professionals will make your income tax preparation procedure quick and convenient on our time - not yours! Our tax preparation team is backed by nearly 50 years of combined experience. We make sure you get all the deductions you are entitled to, so you don't pay more in taxes than you need.

We have provided a handy Tax Prep Organizer for you to use when gathering all the information we will need to prepare your return accurately in just an hour!

To request a tax preparation appointment, please complete the following information. We will contact you by phone as soon as possible to confirm your appointment and review the document requirements. 

Name Phone # (xxx-xxx-xxxx) Email Address New Client to CCFS? Yes No How did you hear about us: Referral from existing tax client Web page information Emails to members Lines of Communication Referral from credit union employee I would like to request a Tax Prep appointment and I understand that my appointment will most likely be in 2 weeks. Available appointment hours: (appointments are scheduled in 1 hour blocks) Mon., Tues., & Wed. 9:00–4:00 Thurs. & Fri. 9:00–6:00 Saturday 9:00–12:00 1st Choice Date/Day February March April 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Time M,T or W - 9a-10a M,T or W - 10a-11a M,T or W - 11a-12p M,T or W - 2p-3p M,T or W - 3p-4p M,T or W - 4p-5p Th - 11a-12p Th - 12p-1p Th - 1p-2p Th - 2p-3p Th - 3p-4p Th - 4p-5p Th - 5p-6p Th - 6p-7p F - 11a-12p F - 12p-1p F - 1p-2p F - 2p-3p F - 3p-4p F - 4p-5p F - 5p-6p F - 6p-7p S - 9a-10a S - 10a-11a S - 11a-12p S - 12p-1p 2nd Choice Date/Day February March April 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Time M,T or W - 9a-10a M,T or W - 10a-11a M,T or W - 11a-12p M,T or W - 2p-3p M,T or W - 3p-4p M,T or W - 4p-5p Th - 11a-12p Th - 12p-1p Th - 1p-2p Th - 2p-3p Th - 3p-4p Th - 4p-5p Th - 5p-6p Th - 6p-7p F - 11a-12p F - 12p-1p F - 1p-2p F - 2p-3p F - 3p-4p F - 4p-5p F - 5p-6p F - 6p-7p S - 9a-10a S - 10a-11a S - 11a-12p S - 12p-1p 3rd Choice Date/Day February March April 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Time M,T or W - 9a-10a M,T or W - 10a-11a M,T or W - 11a-12p M,T or W - 2p-3p M,T or W - 3p-4p M,T or W - 4p-5p Th - 11a-12p Th - 12p-1p Th - 1p-2p Th - 2p-3p Th - 3p-4p Th - 4p-5p Th - 5p-6p Th - 6p-7p F - 11a-12p F - 12p-1p F - 1p-2p F - 2p-3p F - 3p-4p F - 4p-5p F - 5p-6p F - 6p-7p S - 9a-10a S - 10a-11a S - 11a-12p S - 12p-1p   If you have any questions, feel free to call us at 518.782.0209 or 800.688.1045. Please return or drop off your Tax Prep Organizer and tax documentation at least one week prior to your scheduled appointment.