Experienced Tax Planning & Preparation Services

Welcome and thank you for visiting the Website of SJ Associates. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our Website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we think would be of interest to our clients and visitors (in our Internet Links section).

2021 Year End Newsletter


Please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Clients of Shelly Jacobson Taylor and Elaine Jacobson should email their request for an appointment to: sjtax@sjtax.com or contact the receptionist at 646-358-8260.

To schedule an appointment with any other accountant, please click below to access our on-line scheduling website.

Schedule Appointment

Uploading Tax Documents Electronically Using SecureDrawer

Any documents that you wish to share with us can be uploaded securely through SmartVault. With Smartvault, we can upload a copy of your tax return which you can retrieve at your convenience. The copy will remain in your account for three years.

The website to access SmartVault is: https://sjtax.com.smartvault.com                             

Your email address is your User ID.

If you have forgotten your password, there is a "Forgot Password" link on the homepage. You will receive a token to reset your password via email. Please check your spma folder if you don't receive the email.

Please be advised that the password retrieval email can take up to 1 hour to arrive. Sorry for any inconvenience this may cause.

If you need any additional assistance, please do not hesitate to contact Michelle Abraham at mabraham@sjtax.com

<- COVID-19 information can be found under the Info Center menu

<- Estimated tax vouchers can be found under the links menu