Please contact our office for copies of these checklist and Forms. Clients can also view and/or download these through their secure folder access.
Individual Tax Prep Checklist
Guidance for documentation and information required to prepare your income tax return.
Business Tax Prep Checklist
Guidance for documentation and information required to prepare your income tax return.
Interview Form
Please complete this form for New clients. Returning clients that need to update any information such as address, dependents, etc. Please upload completed form to our secure portal, use the "Upload Files" option.
New Business Formation
Please contact the office to go over your options and the details.
Upload Files
Upload all documents to our secure portal using this link or in your Client Portal.
Client Account Login
Login to your online account. If you do not remember your password you'll have to click on forgot password to reset your password. If you want access to a secure online account please contact us.
IRS Phone Numbers & Contact
Individuals 800-829-1040 7 a.m. to 7 p.m. local time
Businesses 800-829-4933 7 a.m. to 7 p.m. local time
IRS Transcript by mail 800-908-9946
Individual Amended Returns 800-829-0582, Ext 623:(Only call if the online tool directs you to or it has been 16 weeks since you mailed the amended return)
Protection Plus is here to help
If you receive a tax notice or have an ID theft problem, let us know and we’ll take care of it for free.
Expert Assistance Tax Season and Beyond
Everyone deserves peace of mind when filing their tax return. That’s why we’re offering our $1 Million Tax Audit Defense™ to both our individual 1040 clients and our business return clients (including partnerships, S-Corp, and S-Corp returns). When you use our services, you can rest easy knowing your tax return is accurate. Even if the IRS sends you a tax notice or conducts an audit, we have tax resolution experts who will help you until the issue is resolved. Trust us to take care of your tax filing needs and experience the difference.
Comprehensive Support for Tax & Identity Theft Worries
Rest easy with our all-inclusive service. When you file your taxes with us, you immediately get access to $1,000,000 Tax Audit Defense™ and top-tier Identity Theft Restoration through Protection Plus. Should the unexpected occur, you can count on us.