A CPA firm which knows you by name

Telephone   

Fax  

E Mail           

727.797.9000

727.797.9003

 

Around January 20th, our firm will be mailing out our client tax packets. 

 

In addition, you will receive an e-mail informing you that this same organizer is also available on your secure client portal.  On the portal you will be allowed to print the organizer, and even enter some of the information if you would like. 

 

Clients may also upload their tax documents to our firm.  Once the upload is completed by the client, we will receive a notice from the system and will start on your return right away.

Tax Season is underway. 

 

However, it would be good if you help summarized your records for us.  See you soon.