STAY INFORMED

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IMPORTANT: This page can only be used if we prepared your taxes last year, if not please go to the New Client Tab.
 

If we prepared your taxes last year, you have several options this year for getting your taxes done.  You can make an appointment, drop off, or email your information to us.

 

If you drop off or email your information to us, we need to update you and make sure we have certain information for you.  We also need to get, for all of our clients, a signed engagement letter and fee agreement (see below) each year.  Please fill out the bottom four forms for us. 

Client Update Worksheet (Please fill this out, even if nothing has changed)
Healthcare Info Sheet 
Engagement Letter and Fee Agreement - Individual 
Engagement Letter and Fee Agreement - Businesses  
If you are filling this information on behalf of someone else, meaning for an individual please use the forms below.  This cannot be used for a business.
Engagement Letter and
Fee Agreement - Responsible Party
Healthcare Info Sheet - 
Responsible Party

EmailIf you would like to e-mail us your information, we only take PDF format files that have been originally scanned and saved as PDFs.  You cannot convert to a PDF from a picture file.  If you have a smart phone they often times take a picture then convert it to a PDF.  When it converts it to a PDF from a picture our computers reads it as an altered document and our systems will block it.  If at all possible, please scan them into a computer and save them as a PDF to your desktop.  Then attach that PDF to your email.

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If you send more than 5 PDF attachments, including in multiple e-mails, we have to put your documents in a holding bin until someone can merge them.  It will speed up the processing of your return if you merge them into 5 or fewer documents before sending them to us.  How to Merge Files: Go to insert file on your PDF viewer and select it, it will ask you what you want to insert  Select the various pages you want to insert and insert them into the file you have open.  Jus hit save once you are completed or you will lose everything you inserted. 

540-345-1983