Question 1

Do you work with clients outside of New York?

Accepted Answer

At the end of 2019 Treehouse decided to focus our growth and deepen our roots in Brooklyn and closed our Oakland office. At this time we are not taking on new clients outside of NY.

Question 2

How can I get started working with Treehouse?

Accepted Answer

Our calendars for Tax Season 2023 will reopen after January 15, 2023. Come back then to schedule your appointment.  In the meantime you can send questions to info@treehousetaxes.xyz and one of our tax nerds will get back to you.

Question 3

How do I "file" my estimated taxes?

Accepted Answer

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: 
IRS: https://www.irs.gov/payments
NY: https://www.tax.ny.gov/pit/estimated_tax/default.htm
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2022 Estimated Tax Due Dates:
Q1 2022: April 15, 2022
Q2 2022: June 15, 2022 
Q3 2022: September 15, 2022 
Q4 2022: January 17, 2023

Question 4

How do I access my client portal?

Accepted Answer

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

Question 5

Can I send you electronic files securely?

Accepted Answer

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 info@treehousetaxes.xyz so we can set up your portal.

Question 6

What is it going to cost me to work with Treehouse?

Accepted Answer

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.