RESOURCES
For Your Business and Personal Taxes
Obtain IP PIN
Get An Identity Protection PIN (IP PIN) An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security or Individual Taxpayer Identification Number. The IP PIN is known only to you and the IRS....
Sending Out 1099 forms To Contractors
Have you paid anyone who is not your employee in 2021? If so, you may be required to send them a 1099 form and file the information with the IRS. When is a 1099 required? In general, you need to provide and file a 1099 if you paid a contractor $600 more in the course...
Ways to send us your documents
Please see the graphic on this page for all the different ways you can send us your documents. Please reach out to us with any questions!
Tax Organizer – Personal Income Taxes
Please complete the Tax Organizer so we can prepare your personal income tax return accurately. Please bring, mail, e-mail, or upload all documents together. Click the PDF icon to download the tax organizer.
IRS Online Account
IRS Online Account An IRS online account is a great resource to help you prepare for filing your taxes. You can securely access and view IRS tax information anytime through your individual online account. Within your account you can see important information...
10 Important Ways a CPA Can Benefit Your Small Business
As a business owner, you can get a lot of value out of a CPA