New Client

Welcoming Kit: A go-to guide for getting started with us.

Overview

We get it – finances can be stressful. Here, you’ll find comfort in knowing that we care. Rossman Tax Service, is a family oriented Tax & Accounting Firm. Not only do we prepare tax returns but, we specialize in assisting our clients in all of their accounting and business goals. We’re available year-round, whenever you need us.

 

Watch our Video Below

The RTS Advantage

We believe in sincerity, that’s why we focus on building a strong relationship with you. As our client, you’ll benefit from our obsession for customer service and our genuine interest in showing you how to save money.

At Rossman Tax Service, we’re more than just Accountants. We’re your guidance when it counts. The quality and pride we take in our work immediately distinguishes us from any other Tax Firm on Long Island. We thank you for entrusting our family with your accounting needs.

GET TO KNOW US

 

Getting Started

  1. Call us to schedule an appointment.
  2. We will collect your information in order to create a New Client profile. (i.e.: Name, SSN, spousal info, address, email, contact number(s), etc.)
  3. After your appointment is scheduled, you will receive an automated verification email or text of the appointments date and time.
  4. A RTS team member will then help you create a Secure Client Portal (Onvio™) account. This is to send and receive docs to and from us. It is much more secure than email with a high level security and encryption.
  5. After your Client Portal account is set up you will receive a registration email from Rossman Tax Service & Onvio™.

MORE ABOUT ONVIO™
 

Did you know?

  • Rossman Tax Service offers New Clients a FREE 3 year look-back? That means we’ll review your previous 3 years of Tax Returns at no additional cost to you.
  • While Long Island, NY is where we call home; We currently service clients living in 36 states and 8 countries.
  • We offer a 100% Free upgrade to our Tax Preparation called “Priority Service“. With our Priority Service system you’ll avoid in-office wait times while we prepare your returns. Just show up for your results and annual tax planning interviews with one of our accountants. It’s Safe & Secure. No need for mailing, scanning or emails. Upload your documents & files directly to our Secure Client Portal.

 
LEARN MORE…

Have Questions? We can help.

If you need to make an appointment, please call our office at 631-473-2022.
Appointments cannot be made through the Contact Us form.

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