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, 651-257-9700.  Thank you!

***Beancounters 2022 Tax Questionnaire***

Appointments are to begin Monday, January 30th.

Tax Day is Tuesday, April 18th, 2023.  

We are diligently planning for the upcoming tax season.  In 2023 we will be sending out client reminder postcards explaining options for the filing season and how to set up appointments.  Starting this year, we will be sending our client letters and checklists by email.  With increased pressure on the post office and unpredictable weather, this is our effort to ensure that these items are delivered to you as quickly as possible.  We will accommodate as needed for any clients who are not using or do not have email addresses.

***Appointment Update***

We are aiming to have schedules available in the coming weeks and the timing will correspond with the mailing of our postcard reminders.  Check back for updates.

While we love children, please do not bring them to your tax appointment.  We have limited space and time to meet with you.  If your childcare falls through, please call us and we will be happy to reschedule your appointment.


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!