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    • Tax Compliance
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  • About Us
  • Contact Us
  • CLIENT PORTAL
    • SmartVault Client Portal
    • Tax Deadlines
    • Tax Calculator
    • Tax Articles

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SMARTVAULT

Our firm utilizes SmartVault for as its secure document transfer system which allows you to easily access and share your tax documents with us.  


Click the link below to access your DiRusso Tax & Accounting SmartVault client portal: SmartVault Sign in


Once you are signed in, you can start sharing your tax documents with us.  


If you have any questions or any trouble, please call our office at (347) 315 2629. 

TAX QUESTIONNAIRE & NEW CLIENT CHECKLIST

The Tax Questionnaire and New Client Checklist are important forms that will help us collect and report necessary information in preparing your tax returns. 


All new and existing clients must fill out the Tax Questionnaire.  All new and existing clients should utilize the New Client Checklist to determine what documents to provide us with.


Please take the time in completing these forms, it could save you money in penalties and interest.  


Once you have completed the Tax Questionnaire and New Client Checklist, upload these documents along with your 2023 tax documents to SmartVault.


Tax Questionnaire (pdf)Download
New Client Checklist (pdf)Download
1099 Letter to Clients (pdf)Download

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