You have likely started receiving tax documents from employers and banks, and by now you should also have my organizer package, either in the mail or through the client portal. The IRS will start accepting returns today, although most 1099 Forms for investment accounts will be mailed in mid-February. It is a good idea to start collecting documents now in one spot, and send them to me when you think you have most major items. As usual, some forms like K-1s and amended 1099s will not come in until March or later.

Please contact us now if:
  • You have not yet received your organizer package
  • You will be moving or traveling for a significant portion of tax season, which we should plan around
  • You would like to, or know you will need to, file for extensions
  • You would like to set up a digital portal to securely send me documents.