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Common Questions
ANSWERED
What should I bring to my tax appointment?
Please bring all documents that show your income and deductions for the year. These may include:
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- W-2s for wage income
- Bank statements for interest income
- Form 1099s for retirement, Social Security, or pension income
New Clients:
- Copy of your previous year’s tax
- If you’re itemizing, bring details for:
Medical expenses (if significant)
Mortgage interest
Property taxes
Charitable donations
State Tax Payments
How Do I Use the Portal?
Our Portal is an easy way to access and download your Tax Documents. You can also upload any info your CPAS may need here. To access the portal click the button below or at the top of the screen. Please note our Portal is not a storage system - and documents are meant to be downloaded to your personal device for safe keeping.
How Does the One Big Beautiful Bill Act Affect Me?
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA). This bill provides changes to the tax law as well as making permanent most of the tax provisions from the Tax Cuts and Jobs Act that came into effect in 2017. Following is a summary of some of the key provisions for individuals and businesses