Important Information

• Tax Season is Here!

  The IRS will open the 2023 income tax filing season around the 3rd week of January. Once your tax information is together, please Contact Us to set up your tax appointment!





• Cryptocurrency

  Request Form 8949 from your exchange or trading service provider showing all of your trades throughout the year with profit/loss and cost for each transaction.





• Protect Yourself from IRS & State Scams!

  Don’t fall victim to scammers who make themselves appear official. Know that the IRS and State Departments of Revenue will never call or email you to threaten you with a balance due. If you owe any money, you will be notified by mail. If you have any questions about calls or emails that you have received, Call Us and we will investigate. Do not call or email them back.