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 an "in person", phone or zoom meeting by calling the office or using the "schedule now" feature.

This time of year the office is "by appointment only". If you need to stop by and pick up materials please let us know when you plan to do this so we can make sure someone is there at that time. There is a locked box outside the office door for dropping off materials."

Closed Saturday, Sunday & Monday

(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?