For Important Tax dates click here

To assist you in assembling your tax information, we can mail or email you a customized tax organizer which indicates your prior year's tax information.  If you are a current client and would like your customized tax organizer emailed to you, please contact Sandy Ficken.  If you are a new client, please see our blank tax organizer to assist you in compiling your tax information.

The preparation of the organizer is purely your choice, but does aid in knowing what documents will be necessary for us to complete your tax filings.  For a basic or brief organizer, download here.  For individuals with rental properties, a more detailed organizer, download here.

As required by our industry standards, our firm participates in the peer review process which is designed to test the quality of our work.  The latest peer review of our firm indicated we were compliant with all applicable professional standards.

To view our most recent peer review letter, please contact Sandy Ficken

We are concerned about the privacy of your financial information.  We have policies and procedures in place to protect the security and privacy of this data.  As required by law, we are providing you with our privacy policy here.