In an effort to protect our employees, their families and our clients from the spread of the COVID-19 virus, we recommend using our secure drop box located to the left of our entrance door, regular mail or the File Share link on our website whenever possible. In an effort to avoid printing errors, information submitted through File Share must be scanned into one PDF document. We will not accept multiple attachments. Please download the annual agreement documents at the bottom of this page fill them out, sign and submit them with your tax documents.
Unfortunately, this is an unusual time, and we are doing our best to accommodate all our client’s needs while trying to stay safe and healthy. We value your business and appreciate your understanding.
To everyone stay safe and healthy!
From all of us at Lorraine Darling, CPA
At Lorraine Darling, CPA Our Clients Are Our Top Priority
*FOR YOUR PROTECTION*
NEW IRS REGULATIONS HAVE MADE IT MANDATORY WE VERIFY ALL IDENTIFICATION AND BANKING INFORMATION IN AN EFFORT TO CONTROL IDENTITY THEFT
NO TAX PREPARATION SERVICES WILL BE PROVIDED UNTIL ALL REQUIRED DOCUMENTS ARE SUBMITTED TO OUR OFFICE
ANNUAL REQUIRED DOCUMENTS
*All Clients Must Provide A Valid ID - In Person
*All Clients Must Provide A Certified Birth Certificate For All Dependents
*If You Would Like Direct Deposit of Your Refund Provide Your Routing & Account Number on a Banking Document or Voided Check
Download Your Agreement & Tax Organizer Here
Annual Agreement Documents- This agreement is required for all clients on an annual basis. In an effort to save you time, we have added this link. Please submit the paperwork to our office with your income tax information.
Client Tax Organizer - A tax organizer can facilitate the process of compiling your tax information. This basic tax organizer is designed for you to enter your information right on the screen. You can then print the completed tax organizer and fax or e-mail it to the office.
Upload Documents To File Share Here
You must create a new user registration account to begin. Once your account is active you will be able to upload and send secure documents.
Uploading Requirements; to avoid printing errors, prepare ONE PDF document containing all your tax forms and a cover sheet indicating the total number of pages included in your attachment. Uploads with multiple attachments or in a format other than PDF will not be accepted.