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NEW Filing Requirement!

We must have a picture ID for the primary taxpayer and spouse [if applicable]. It can be a state or federal issued identification.

PortalSafe Access

Secure file sharing with PortalSafe

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2016 Required Documents

The following documents must be filled out and returned to us prior to the start of work on any new tax returns.

Melody Cutler and Angela Becker, have both earned the highest credential the Internal Revenue Service awards!

"An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Learn more about enrolled agents in Treasury Department Circular 230 (PDF)."