Frequently Asked Questions

How can I get my source documents to you?

Mail your documents to us via regular or express mail to: 159 Meadow St, Naugatuck, CT 06770

What should I include with my source documents?

Please include all sources of income (such as W2’s 1099’s, investment and interest statements, etc.) Detailed expense information, such as contributions, tax payments, mortgage interest, etc. will also be needed. Please review additional items in the Source Document Checklist.

It is critical that you include with your source documents the Client Contact Information Form as many tax-related issues and important dates are changing constantly during this challenging time, and communication with you will be crucial.

Do I need to make a copy of my original source documents?

No, it is not necessary, unless you wish to refer to those documents during your phone or video appointment. As customary, you will receive all original documents back in your final tax folder once it has been completed.

Scheduling Your Appointment

How will I know if I'm missing any documents that are needed for my appointment?

How do I pay my invoice?

As a reminder, we require payment in full before package pickup or mailing.

We have two payment options.

We accept personal checks payable to Ciampi Tax and Financial Services LLC which can be dropped in our locked drop box or mailed to our office.

You may visit our secure and encrypted payment platform to make a debit or credit card payment.

Will I get a receipt of my payment?

Your canceled check will serve as your receipt. If you pay by credit or debit card via our payment platform, and include your email address, you will receive a payment confirmation.