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.
tax forms
Common Tax Forms
Tax Resources
Tools for preparing your individual tax return
Contact Us
You can schedule either an "in person", phone or zoom meeting by calling the office or using the "schedule now" feature.
From May thru December the front desk is staffed Tuesday through Friday, 9:00-1:00. It is always best to schedule a time if you are stopping by the office.
For your convenience, a secure lockbox is located outside our office door for safely dropping off documents.
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?