Archives : Policies

  • Tax Time

    Things you need to bring: Current Drivers License Proof of Children 1099k, if you received one Information about any cryptocurrencies used or owned We will begin taking your tax information January 30, 2023. We have several convenient ways available to get us your information.Curbside drop off or Slot in doorMail or Special deliverySecure online document […]

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  • Tax Year 2023 Client Documents

    In order to accurately prepare you taxes, we will need a few things from you. Please print out the documents listed here, fill them out and give them back to us. Thank you Engagement Letter Tax Questionnaire You may also wish to review our privacy policy.

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  • Privacy Policy

    Dear Client of T.A.X.E.S., Your privacy is important to us. We are required by law to comply with specific data-sharing regulations. Please read the following privacy policy before moving forward. We collect nonpublic personal information (NPI) about you and your household or business from various sources, including:  Interviews regarding your tax situation Questionnaires or other […]

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