There's much to see here. We have included links to important forms, web pages and general information that will help our clients in a variety of tax situations. We also now accept electronic payments.
If you didn't receive our annual tax letter or have misplaced it, we have attached a copy below.
2025 Tax Letter (pdf)
DownloadLinks to forms and information that our clients commonly use.
What we will need to efficiently complete your tax return.
E.g. W-2, 1099-NEC, 1099-MISC, 1099-K, 1099-R, Social Security, Gambling Winnings (W-2G)
E.g. Interest from bank accounts, 1099-DIV statements, Schedule K-1
Please bring in all pages from Investment Income
Please make sure this ID is not expired.
For refund from or payment to the United States Treasury
Form 1098-T from an eligible education institution
We will need the account number and amount deposited during the tax year.
An Identity Protection PIN is not necessary to file a tax return, but if you have either requested or been assigned one, you will not be able to e-file without it.
We now also accept credit cards and eChecks as payment for your return. Click the link below to make a payment.
Have a wonderful day
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