Returning Clients, please complete the linked questionnaire below before sending your documents or arriving at your appointment.  If you are not a current client, please call our office to check on availability, at 651-257-9700.  Thank you!

***2023 Tax Questionnaire***

***Home office Questoinnaire***


Your security is of the utmost importance to our staff.  In accordance with IRS guidelines, we will not accept any document attachments to regular emails.  Please use our “Secure Upload” link at the right side of this page to ensure your documents are sent safely.  

***, The IRS portal to retrieve your tax-related statements and returns***

The IRS has created a portal to retrieve your personal tax-related documents and returns, including W2’s, 1099’s, Tax Transcripts (old returns) and some credit information.  If you choose to set up an account, use the link below to visit the IRS, account page.  This link will take you to the page where you can sign in to an existing account or establish a new account.  At the bottom of the linked page, the IRS has help topics posted to get you through the registration process.  Use these links and associated helplines to establish the account, we do not have the capacity or ability to assist you in this process, so please do not call the office asking for help.

To set up an account or log in:

You are not required to set up an account.  This is an attempt by the IRS to streamline the process.

This website provides current and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client retention rate, and we are incredibly proud of the high-quality services that our firm provides.

Thank you for visiting our website, we hope to hear from you soon!