The IRS Tax Preparation Review Sheet below can be used to prepare for filing your 2023 Federal Income Tax Return in order to ensure you have all the necessary items. If you are sending information electronically, please do not send private or sensitive information via unencrypted email. To send sensitive information electronically, request a secure, encrypted email option from your tax preparer. Also below is a 7-page generic tax organizer to make organizing your tax information a little easier.
Our office is open for in-person appointments. If you prefer, we can prepare your tax return and communicate remotely (existing clients only) if you schedule to drop off your tax documents to our lockbox and/or arrange with our staff to receive your documents electronically. Just let us know how you wish to proceed. Please see below for updates to our health policy:
We remain dedicated to your needs, so please reach out with any questions or concerns. Thank you for your trust!