Resources & FAQ

The first step is to reach out to us through our “Contact Us” page. We will get back to your inquiry shortly and schedule an appointment for you to discuss your tax and financial needs.

We advise that you bring your prior year’s tax return to an initial appointment. You can also bring any letters received, and any documents you have questions or concerns about. If you are meeting about a business you own, bring your business registration and financial reports.

The cost varies depending on what type of return is filed and what documents are a part of that return. We will quote you a range during your initial appointment.

After your appointment, we will send you an invitation to our secure client portal. You will be able to upload your documents there. Alternatively, you can mail them, drop them off, or fax them to us. You can also email them to us at info@carlsonhearnecpa.com.

You can easily view and sign your tax return digitally from the comfort of your home or office—no need to visit or mail documents! Alternatively, you’re welcome to review and sign a digital copy of your tax return electronically at our office. Once completed, your return will be securely stored in your client portal for quick access anytime.

For your Federal tax return, you can check the status here. If you have a State tax return, you will need to check the applicable state’s Department of Revenue website for information.