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.
Upload Files
Upload all documents to our secure portal using this link or in your Client Portal.
New Business Formation Info Sheet
Please complete this form for New Business Start Up. Submit it using the Upload Files option or drop it off at the office.
Important Notice
New Business Start owners information for NC requirements.
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.
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)