clearsky tax

File Your Taxes Securely

Download your client packet or upload your tax documents — we’ll take it from there.

File Online with Secure Upload

Option 1: Client Packet

  • Better for first-time clients or complex taxes. Fill this out & upload securely.

You can print and fill it out, or complete it digitally before uploading.

Option 2: Direct Upload

  • Best for W-2 filers or returning clients. Upload your existing docs that need to be filed. We'll reach out if anything's missing.

Common documents include W-2s, 1099s, driver’s license, and prior-year returns.

Documents you may need include:

W-2, 1099 Forms, ID, Social Security Cards, Student Loan Forms, Mortgage or Property Tax Documents, Bank or Investment Statements, and any additional tax records.

Walk ins or appointments welcome

In-Person Filing

Walk in at your convenience or book an appointment

Meet directly with a tax professional

Ask questions and review your return in real time

Ideal for clients who prefer face-to-face service

Prefer to sit down with a tax professional? You can visit us in person for a one-on-one experience.

Simple, secure, guided

File Via Email

If you’re unable to visit us in person, you can file with us through email.

Reach out to us by email

We’ll tell you exactly what documents and information to send

Communicate directly with our team throughout the process

Your tax professional will contact you by phone if needed

This option is perfect for clients who want personal guidance without coming into the office.

Not sure which option to choose?

Upload what you have — our team will follow up if anything is missing.

Frequently Asked Questions

How do I get started with ClearSky Tax?

Getting started is simple. You can either download and complete our client packet or upload your tax documents securely online. Once we receive your information, a ClearSky tax professional will review everything and reach out if anything else is needed.

What documents do I need to file my taxes?

Common documents include W-2s, 1099s, prior-year tax returns, and a valid photo ID. Depending on your situation, additional documents may be required. If anything is missing, we’ll let you know.


Can I file my taxes remotely?

Yes. We offer secure remote tax filing so you can upload your documents online without visiting the office. This option is ideal for busy schedules or clients outside the local area.

Do you offer in-person tax preparation?

Yes. We provide in-person tax services at our office for clients who prefer face-to-face assistance. Find us here — Clear Sky Tax, 188 Post Ave, Westbury, NY 11590.

Is my information secure?

Yes. We take data security seriously. All documents and information submitted through our website are handled using secure systems and reviewed only by authorized ClearSky tax professionals.

Can I upload documents even if I haven’t completed the client packet?

Yes. If you’re a returning client or have a straightforward tax situation, you may upload your documents directly. First-time or complex filings may benefit from completing the client packet.

What if I forgot a document or need to make a correction?

No problem. You can upload additional documents at any time. If a correction is needed, our team will guide you through the next steps.

How long does tax preparation take?

Tax filings are usually handled the same day. Turnaround time varies based on the complexity of your return and the completeness of your documents. Once your information is received, we’ll provide an estimated timeline.

Do you provide help after tax season?

Yes. Unlike seasonal tax offices, we’re available year-round to assist with questions, notices, amendments, and planning.

Can you help if I receive an IRS or state letter?

Yes. If you receive a notice or letter, our team can review it and help guide you through the response process.

Clearsky Tax Services

Customer Testimonials

"Great customer service. They work hard to ensure you receive the most tax return. This truly matters because we all work hard and it feels good to get a large sum. I highly recommend their service."

Jihane Thervil
Westbury, NY

"I had an outstanding experience with ClearSky’s customer service. The tax professionals were friendly and patient, as well as knowledgeable. They all speak Spanish which was really helpful. Brianna went above and beyond to ensure my tax needs were met with precision and care. I can't thank her enough for her professionalism and dedication. I highly recommend Brianna and the team at ClearSky Tax to anyone seeking tax assistance."

Gloria Martinez
Westbury, NY

"I have been filing my taxes with ClearSky since 2015, and they have been very Professional and Supportive of my Tax Filing needs. Their team works very skillfully and is always willing to answer any questions I have. I would recommend them to everyone."

Philip Odom
Westbury, NY

Ready to get started?

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