Financial & Tax Planning / Tax Return Preparation



Financial & Tax Planning / Tax Return Preparation

MICHAEL DeROBERTS, E.A.

Enrolled Agent

P.O. Box 1372 • Summit, New Jersey 07902

(908) 687-0492 • Fax (908) 687-7595 • MDeRoberts@

My Home/Office is located at:

363 Summit Road, Mountainside, NJ 07092 (side door entrance).

My mailing address is: PO Box 1372 Summit, NJ, 07902-1372.

So for those of you who send their documents via regular or priority mail use the Post Office Box address; for those who ship their documents Fed Ex or UPS please send them to the 363 Summit Rd, Mountainside NJ 07092 address.

There is no change in my contact info: (908) 687-0492 voice;

(908) 687-7595 fax; (908) 868-0727 cell; or Email mderoberts@

The start of the 2019 tax Year filing season is fast approaching, The IRS plans to BEGIN processing returns by the END of January 2020

I am always asked, “What do I need to send you”, so I’ve also included under this tab, NAEA Tax Checklist 2019. For all expenses/deductions, just provide me with your total amounts.

Hopefully you have completed your 2017 – YES – 2017 Homestead Rebate Application; Plan on receiving your rebate as a credit on your 2nd & 4rd QTR –2020 Property Tax Bill. You most likely will receive a separate voucher from your Town Tax Collector with the appropriate change in payment amount; (The rebate is given in 2 credits since 2018.)

Please make sure to call for an appointment if you wish to meet with me and drop off your documents; Otherwise as always, you can - scan & email, fax, mail/ship your documents, or use your Smart Phone to take photos and send them to me; this way we can begin preparations of your 2019 income tax returns.

New for the upcoming tax season will be how to email your documents and receive sensitive documents back to you. By using the “Client Portal” you will be able to send to and receive from me your sensitive tax documents safely and securely. Just send me an email requesting that you be added to our Portal and I will set up a private and secure folder. Under the tab “Client Portal” you will find the necessary instructions for using the Portal.

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