Tax Documents Are Coming.

Tax Documents Are Coming.


We want to remind you that over the next few weeks many tax documents will be arriving in the mail such as W2s, 1099s, 1098s.  Please note that most 1099B forms from brokerage firms are not mailed until the middle of February.  When you have your documents gathered please bring them into our office or upload them to the document portal and we will begin working on your return.

If you do not have a portal and would like one set up just contact us and we will get that done.  The portal is a handy tool for uploading documents and QuickBooks files as well as filling out the organizer electronically.

Another reminder is that the annual organizer and engagement letter packet has gone out.  Your packet was either emailed, sent to your portal or a paper copy was put in the mail to you.  If you have not gotten your packet please contact us and we will resend the package.  If your delivery option is email please check your spam folder to see if it might be there.

We look forward to working with you again this tax season.

Back to Blog