Where everyone counts
THERE’S A LOT TO COVER THIS YEAR
LETS GET STARTED!
2026 SCHEDULE
Tax Season
We will be officially open for tax season 2026 beginning Monday, January 5th, 2026
Our office hours will be
JAN 5 – JAN 16
Monday – Friday 10:00 AM – 5:00 PM
JAN 20 – APR 18
Monday – Friday 10:00 AM – 8:00 PM
Saturday (from Jan 24 – Apr 11) 10:00 AM – 8:00 PM.
Make sure and secure your spot early, before the rush
New Client Portal — Built for Faster, Easier Tax Season
We’re excited to announce that we have partnered with 
to introduce an upgraded digital experience designed to make working with us smoother, faster, and more secure than ever. Here’s what you can look forward to:
Focus on updates that matter — without the nonsense
We sift through the noise directly at the source and break it down for you clearly and correctly.
IN-OFFICE APPOINTMENTS
Tax Appointment Checklist
Personal info
(Please provide any relevant information and/or documents that haven’t been previously provided.)
- Social Security Card for you, your spouse if filing jointly, and any dependents being claimed.
- Driver’s License for you, and your spouse if filing jointly.
- Birth Certificates for all dependent children on the return, if claiming dependent children.
- If we did not prepare your taxes last year, your Previous Year’s Tax Return: Helpful as a guide and for important information that carries over, from year to year.
- Banking information if Requesting a Direct Deposit.
Income Documents
- W-2 forms for you and your spouse from all employers.
- 1099 forms if you are self-employed, have received interest, dividends, 401k or IRA withdrawals, government payments, or have been involved in other transactions that would generate these forms.
- Income from rentals, investments, and other sources.
- Social Security benefits statements.
- Alimony received (for agreements executed before 2019).
- 1099-DA for all Crypto and Digital Asset sales (NEW FOR 2025)
- W2-G – Gambling/Lottery Winnings and Losses/Prizes/Bonus
- K-1 Contract/Partnership/Trust/Estate Income
- All other income documents that need to be declared.
Deduction Documents
- Health Insurance (Form 1095-A if you purchased through the Marketplace).
- Home mortgage interest (Form 1098).
- Real estate and personal property taxes paid.
- State and local taxes paid.
- Charitable donations (receipts for any deductible contributions).
- Medical and dental expenses.
- Educational expenses (Form 1098-T for tuition payments and student loan interest statements).
- Retirement contributions (IRA, SEP, SIMPLE, and qualified plans).
Credit Information
- Childcare expenses: Provider’s name, address, tax ID, and amount paid.
- Education credits: Expenses for tuition, books, and supplies.
- Adoption costs: Legal, medical, and travel expenses.
- Energy-efficient home improvements.
- Estimated taxes paid,
Other
- Rental property income and expenses.
- Business income and expenses if you are self-employed or own a business.
REMOTE APPOINTMENTS
CALL US
Give us a call or send us an email to book your remote appointment for the 2026 Tax Season. We’ll follow up with your appointment confirmation and your invitation to the 2026 Client Portal.
CHECK YOUR EMAIL
Click the registration link in your invite email, review the pre-filled information to make sure everything is correct, then create your password. The best part? You’ll only need to register once!
Download our app
To get the full benefit of our new client portal, be sure to download the app. You’ll gain access to helpful features like live notifications and the ability to securely scan and upload documents using your camera.
ACCESS YOUR PORTAL
You’re all set! With your portal account activated, you now have secure year-round access to everything you need — client requests, file uploads, notifications, file archive, and much more.
INCOME TAX, SIMPLIFIED
OUR EXPERIENCED TEAM WILL ASSIST YOU WITH EVERYTHING FROM TAX PLANNING, TO PERSONAL TAX RETURNS, TO BUSINESS START-UP & TAX PREPARATION
Tax Planning
Let us help create a tax plan specifically tailored to you in order to help save more money and prepare for the future.
Income Tax Review
Still not sure about that old return? We can review your old taxes to make sure you took full advantage of all the benefits available to you.
Business Start-up
We can help you choose the corporate structure that best fits your individual situation for maximum tax benefits.
quick links
Log in to our My Tax Client Portal
Convenient and secure, our client portal makes it easy to upload your documents with end to end bank level encryption.
Check Your Refund Status
Where’s My Refund? now provides refund information for the 2021, 2020, and 2019 tax years. You should still view your Online Account to see your payment history, prior year adjusted gross income (AGI), or other tax records.
Check Your Amendment Status
Check the status of your Form 1040-X, Amended U.S. Individual Income Tax Return, for this year and up to three prior years.
Our resource center puts all of our knowledge at your fingertips
Consultations
Tax Returns Prepared
Active Corporate Clients
Cups of Coffee
Avoid Tax Hurdles
We pride our selves in educating our clients. Let our experienced team of advisors and tax practitioners guide you through the ever-changing tax law landscape. We are here to help show you how to avoid the pit falls, and seek out the deductions.
Reduce Tax Liability
Let us help you structure, optimize, and plan, your tax strategy to take full advantage of every tool available to you as a taxpayer.