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April 17th is quickly approaching. Have you given us your tax documents yet?

Life can get hectic sometimes and we understand that (especially since we're currently in tax season). Because all of our schedules are different, we want to make giving us your tax documents as simple and convenient as possible for you.

  Here are 4 ways you can give us your tax documents:

1. Online Client Portal (most preferred)

If you haven't used this option before, we highly suggest trying it out. Not only can you upload your tax documents through a safe and secure website, you can also find all of your previous tax returns filed through our firm here as well.

Another perk of using our portal is you're able to upload your docs as you receive them so you don't forget later.

  • If you haven't set up or used your portal yet, please call our office and we'll be more than happy to help! 352-369-1120
  • If you have used our portal before but forgot your password, you can reset it here

The link to our portal is on our top menu to the right.

2. Fax

Here's our fax number: 352-351-9393

3. Email

If you're not sure who your accountant is, you can email your tax documents to our admin department and they'll get you connected:

4. Drop-Off

If you're in the area or would prefer to hand deliver, come by our office and drop off your docs.

112 E Fort King Street,
Ocala, FL 34471

If you have any questions, please don't hesitate to call us so we can assist you!

Front Desk: 352-369-1120

Hours of Operation

Monday – Friday | 8:00 am – 5:00 pm