Thank you for continuing to trust me with your tax preparing needs. I truly enjoy building relationships with the people I work with. Getting to know you helps me do my job and a long standing relationship makes filing a quicker process for you.
If you haven't met with me before, please visit the New Clients page.
Changes in your family, home and work affect your taxes. As you move through different stages of life, I can help you plan for changing tax liability. Contact me at any time of the year. Your privacy is very important to me.
Use the Client Portal to safely send and receive documents.
The general tax organizer is here.
If you would like a personalized tax organizer, please contact firstname.lastname@example.org or (218) 720-6000.
Returning clients, PLEASE BRING WITH YOU:
Social Security cards and birth certificates for any new dependents or dependents who would be eligible for child tax credits
A valid state issued ID for the taxpayer and spouse
Proof of dependents living with you, please see our Tax Notes for more information
Education credits will need a financial statement along with the 1098T. See the Tax Notes for more information
W2s from ALL jobs held last year
1099 forms issued from unemployment, banks, mutual funds, IRA payouts, 401(k) and other retirement distributions, independent contractor work
Form 1095 (A, B, or C) Proof of Health Insurance (for some ACA situations with dependents making over $6300, we will also need to file their return, or see their prepared return)
Student Loan Interest Paid
Mortgage interest statement (Form 1098)
Records for any business activities such as rental and self-employment
Current pay stub
A Check or proof of bank account if you wish to directly deposit your refund
If you sold stock, or your broker sold stock for you, bring the information from when you bought or received the stock
If you purchased a home, bring the closing papers
Any other information or notices you received or anything you have questions about