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

Customer Portal


Our regular, off-season office hours are

Monday – Thursday 10:00a.m – 2:00p.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 (direct deposit is now mandated for refunds)
  • ALL tax forms for the current year (W2s, 1099s, 1098s, etc.)

Our Customer Letter 2026

IRS Account Information