We provide password protected electronic versions of your documents to you for no additional charge. Please contact our office for this request.
If you are in need of an extension for your 2016 individual income tax return, please fill out the form extension request and return to our office via email, fax, or delivery. Please find our extension request form here.
Our office requires written consent to provide any information to outside parties. Please find our consent form here.
Please find our record retention schedule here.
To help you get "organized" or for additional worksheets please print from the following link: 2018 Organizer
Please find our Due Dates here
Click the following link if you need to record stock sales: Stock Sales Worksheet
W9 Link: http://www.irs.gov/pub/irs-pdf/fw9.pdf?portlet=3
W4 Link: http://www.irs.gov/pub/irs-pdf/fw4.pdf
I9 Link: http://www.cpasitesolutions.com/content/articles/i-9.pdf
Wheres My Refund?
Taxpayers can generally get information about their refunds 72 hours after the IRS acknowledges receipt of their e-filed returns, or three to four weeks after mailing a paper return.
Please have the following information from your tax return:
- Social Security Number or Individual Taxpayer Identification Number
- Filing status
- The exact whole dollar amount of your anticipated refund
If the U.S. Postal Service returns the taxpayer’s refund to the IRS, the individual may be able to use “Where’s My Refund?” to change the address the IRS has on file, on-line.
Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent: http://www.irs.gov/pub/irs-pdf/f8332.pdf