Please use the following items to help you collect your 2023 income tax information. When you upload to the portal or mail in your information, please include the following items:

• Client Information Update Form

When collecting your income and deductions for the year, we have included a Checklist of common tax items. This is a generalized list, if you would like a personalized checklist based on your 2022 income taxes, please call or email our office and we will be happy to provide that to you.

Once you have all of your paperwork together, you can drop it by our box at the UPS Store, mail it in, securely upload to us using Citrix ShareFile or call to set an appointment.

We use Citrix ShareFile as a means for you to upload information to us in a secure manner.  Once you have your tax documents, please click on the link below.  You will be asked to enter your name and email address and then you can drag and drop your information.  Once you click upload, we will be notified that your information has been sent.  We can also create a shared file for you so that you and our office can securely exchange data throughout the year.  If you are interested in this, please let us know.  https://jenhofmeistercpa.sharefile.com/share/getinfo/rbd182aace07422fb

To ensure your return is completed by April 15th, please make sure we have all of the information necessary by March 31st.

Thank you, we look forward to working with you!

Looking for you refund?  Check the status here