Resources and information for our valued clients
If text messaging on your mobile phone is more convenient than email, you can send us a text message to (347) 603-0745. You can also send us document images from your phone at this number.
You are at our client support area with basic resources. Please use the links below to access various forms, guides, and information. For clients requiring extensive online support, we provide client home pages that are customized for the specific needs of each client.
Please note that all individual income tax returns and most business tax returns prepared by this firm need to be filed and paid electronically.
This means that after we process information you provide us, we will send you a copy of the tax return for you to review and retain in your file along with the e-file authorization document. Once you sign and send us the e-file authorization, we will submit your tax returns electronically on your behalf. You will not be mailing anything to the tax authorities directly. In the e-filing process, unless you fax or otherwise deliver to our office your authorization form with your signature, we cannot submit your tax returns to governmental authorities. Consequently, unless we receive your signed e-file authorization, your tax return remains incomplete.
Quick access to forms, guides, and helpful tools
Comprehensive guide highlighting key tax facts for most taxpayers.
Download (English)Use this form to organize information needed for your tax return.
Download (English)κ°μΈ μλμΈ κ΄λ ¨ μ£Όμ μ λ³΄κ° λ΄κΈ΄ μλ΄μμ λλ€.
Download (Korean)μΈκΈλ³΄κ³ μλ₯Ό μμ±νλλ° νμν μλ£λ₯Ό μ 리νμ λλ€.
Download (Korean)For security reasons, we do not store client data or documents on our server. If you need copies of tax returns or other documents from us, please email or fax us your document request.
If the file size is small enough, we will send you an encrypted PDF document which you will be able to unlock and open with a password. For larger documents, we will temporarily place them on our secure cloud server and email you retrieval instructions.
Many documents on this website are in Adobe's Acrobat file format (.pdf). If you don't have Acrobat Reader, you can download a free reader directly from Adobe's website.
Get Adobe ReaderNeed to send us large files such as QuickBooks or Quicken data? Please contact us and we will provide a link to a secure cloud folder specifically prepared for your use.
Your connection to our server will be secured by SSL encryption and will require a user ID and password combination.
This website provides information using both English and Korean languages. Korean pages are intended for clients of Korean background or contain information specifically pertinent to Korean clients.
If your browser does not display Korean characters properly, please select "View" β "Encoding" β "Korean" in your browser menu.