​IRS Limits Certain Form Amounts for Tax Preparers

​IRS Limits Certain Form Amounts for Tax Preparers

11/30/2021 Tags: Announcements, In the News


The IRS has limited the number of certain forms that tax preparers like us can order.

To make sure we have enough forms, we’re limiting the number we can provide to clients to five. However, you can go to the IRS’s website and print out the forms or have them mailed to you.

If you have any questions, please let us know.



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We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.

If you want the same, we should talk.

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