Documents can now be securely sent here through our customer portal. Click here:

Customer Portal


Our extended hours during tax season start on February 1, 2024!

Monday – Friday 9:00a.m – 7:00p.m.

Saturday 9:00a.m. – 1:00p.m.


What is needed to file a tax return:

  • For each person listed on the tax return
    • Name
    • Birthdate
    • Social Security Number
  • Current address
  • Bank routing number and account number (if using direct deposit)
  • ALL tax forms for the current year (W2s, 1099s, 1098s, etc.)

Our Customer Letter 2024

IRS Account Information

Energy Tax Credit E-poster