Tax Updates and Relevant Info

Advance Child Tax Credit

" The IRS will pay half the total credit amount in advance monthly payments beginning July 15. "

Be Vigilant When it Comes to COVID Scams

 " Security Summit partners warn taxpayers of new COVID-related text scam"

What's an Enrolled Agent (EA)?

 

The NAEA goes into the particulars with their page on "Educating America."  

Our Forms

This is our New Client Form.

Please print this off and bring in with your documentation for any appointment so we have all contact information we may need.

This is our 2020 Tax Organizer.

This document will help us in the preparation of your tax return so that we can be sure to avoid missing any key items