Document Upload
Use the link below to securely upload your documents directly to us.
IMPORTANT:
Please make sure to label your files with the date, subject, and your name.
Tax Organizers
You can now download your 2023 tax organizer! If you're not sure which organizer to choose, you can always look at your previous tax returns to see what type of return was filed, or you can call the office.
PLEASE NOTE: these organizers are not pre-filled like in years past. We ask that fill out the organizer completely and with what applies to your tax situation.
Business Clients
2023 Business Returns Update
We are finding that more and more of our clients are meeting the IRS requirement to file the two additional forms, K2 and K3, to be included with the 1065 and 1120-S business tax returns. Starting for tax years 2023 and on, these forms will be included in your tax filing. These forms are more comprehensive and require additional effort to complete. In light of this, we will be making adjustments to our fees for tax preparation services for the above-mentioned business entity tax returns. Beginning with the 2024 tax season, there will be a $100 increase per return for these services.
We understand that these changes may represent an adjustment, but please know that our goal is to ensure that your tax returns are submitted accurately and in compliance with all applicable regulations.
We appreciate your attention to these important updates!
If you have any questions or require further information about these changes, please do not hesitate to contact our office.
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Taxes returns are being prepared in the order received. Our turn around time is approximately 4-6 weeks from the date all tax docs are received.