-Our Clients may use this organizer to better organize their tax situation to us. Please include along with this tax organizer W-2s, 1099-Rs, 1099-INTs, 1099-Divs, 1099-Bs, RRB-1099s, 1099-Gs, 1098-Ts, 1098 Mortgage Interest Statements, Proof of Paid Real Estate Tax Information if not on the 1098 Mortgage Interest Statements, Proof of Paid Personal Property Taxes, 1099-SAs, 5498s, Proof of Charitable Donations, Closing Statements if you sold real estate or your personal residence. If you are a new client, please include a copy of your 2020 Tax Return. Please upload all documents to the Dropbox Upload Link on this page.
-Please only sign page 2 at the top. Taxpayers and spouses should each sign their own POA. Please use the Dropbox Upload Link to securely send us your POA. If you can't scan, you may fax to 1-812-510-4467. No cover page is necessary.
You can use this website to check on the status of your tax return within 24 hours after the IRS has received your e-filed tax return, or 4 weeks after your paper return was mailed. Please have your social security number or ITIN, filing status, and the exact amount of your refund with you.
We can handle all kinds of IRS and State Tax Problems and Issues!
This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel.
In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.
While our intent is to make transmissions to and from this web site secure, it is understood that no warranty of security can be made and that unforeseen security breaches by "hackers" is a possibility, however slight.
Reproduction of part or all of the contents on this site in any form is prohibited other than for individual use only and it may not be shared with any third party. All content on this site is copyright protected and/or trademarked as appropriate and may not be copied, duplicated or altered in any way...