Client Resources


For current Kaplan-Newman, Schwartz & Schwartz clients, we’ve assembled the most requested links, info, and downloadable forms on this page.

Need more help? Give us a call at 212.327.2103 or email – we’re happy to help!


Directions to Our Office

We are conveniently located in midtown Manhattan at:

275 Madison Avenue, 6th Floor
New York, NY 10016


The office is on the SE corner of 40th and Madison. The building’s entrance is on 40th Street. We are only three blocks from Grand Central Terminal and the #6 Subway.  Parking garages are located on 39th St. between Park and Madison.

Google Map:

Book An Appointment

For tax season (January – April), we use an online scheduling tool or you may contact our office at 212.327.2103 or email

For non-tax season (May-December), please contact our office at 212.327.2103 or by email

Helpful PDF: What to Bring to Your Tax Prep Meeting

Client Portal Login

Click here to access your Client Portal.

Need Help? You’ll find answers to common questions about using the portal, resetting your password, and using your online tax organizer at: Guide To Using Your Client Portal


Contact us today at 212.327.2103

We’re here to help!