Do you work with clients outside of New York?
At the end of 2019 Treehouse decided to focus our growth and deepen our roots in Brooklyn and closed our Oakland office. We are not taking on new clients outside of NY.
What is it going to cost me to work with Treehouse?
We believe that everyone should have access to excellent tax prep and advice. That's why we offer a sliding scale based on income that we feel is both reasonably low and fair. The exact price you will pay depends on how complicated your tax return is AND how much money you made.
How do I "file" my estimated taxes?
Here is the basic info: when you make quarterly estimated payments they are just payments. You are not actually filing a tax return each quarter. If you have an employer that withholds taxes for you they are sending in these payments for you. If you get paid directly with no taxes withheld, you need to make the payments yourself. The money you send through the year will help fill your tax bucket that you have to fill by tax day. You can pay online here:
2022 Estimated Tax Due Dates:
Q1 2023: April 18, 2023
Q2 2023: June 15, 2023
Q3 2023: September 15, 2023
Q4 2023: January 16, 2024
Where is the zoom link for my appointment?
You will find the Zoom link for your appointment in your client portal along with your intake documents. Please have that ready so that we can start your appointment on time.
How do I access my client portal?
The first time you access your portal you will need the PIN that was sent to you in your appointment confirmation
email. You will be asked to create a username and password. You will be able to use that here: https://treehousetaxes.securefilepro.com/portal/login.aspx
Can I send you electronic files securely?
Yes. Treehouse Taxes uses a secure client portal to send and receive electronic files. Once you make an appointment, you will receive a temporary PIN code in your confirmation email and a second email with a link to access your client portal account for the first time. The link will expire, so don’t forget to click through when you receive the email. Once you’ve activated your secure portal account you can send us pdfs or other documents we need to prepare your return. If you need to send us a file but don’t have an account yet, email us
at firstname.lastname@example.org so we can set up your portal.
How do I file an extension?
The deadline to file an extension for your 2022 tax return was
> March 15th for S-Corp or Multi-member LLC's
> April 18th for Individuals, Sole proprietors, Single-member LLC's
S-Corp or Multi-member LLC's then have until September 15th to file their returns.
Individuals, Sole proprietors, Single-member LLC's then have until October 16th to file their returns.
REMEMBER: This is an extension to file, NOT an extension to pay. If you think you owe taxes for the 2022 tax year and you do not make a payment to cover those taxes by the March 15 (biz) or April 18th (individual) tax deadline, penalties and interest begin accruing on March 16th (biz) and April 19th, 2023 (individual). You can make a payment with your extensions:
To file an extension with the IRS click here
To file an extension with New York click here