230 E Superior St
Duluth, MN, 55802
United States

Returning Clients

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 or (218) 720-6000.

Curran Tax Service, friendly local folks

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