Tax Forms

The following form is required to release your tax return information to any location other than your home address. Please print and fill in all the blank areas. Both the taxpayer and spouse need to sign the release form. You can mail, fax, scan or drop the form off at our office when completed.

Contact Us

You can schedule either in person, phone or video meetings by calling the office.

Open Monday thru Friday 9:00 a.m. to 5:00 p.m. Saturday 10:00 am till 2:00 pm. 

Closed Sunday

(952) 929-7990

6600 France Avenue South, Suite #204 Edina, MN 55435

Dan Jacobson Appointment Calendar

Ready to schedule an appointment with Dan Jacobson, CPA, MBT?

Andrew Young's Appointment Calendar

Ready to schedule an appointment with Andrew Young, EA?