How can I get a copy of my tax return from a prior year?

If we have prepared your tax return, it is our policy to retain copies for a minimum of SEVEN years. Click here to request a copy of your tax return, which has been prepared by our firm. You may also contact our office and we will mail or fax you an authorization form to release a duplicate copy of your tax return.

If we did NOT prepare your tax return, we can get you a transcript of the tax return you filed with the IRS or a transcript of your tax account information. Click here to order.

If you need copies of Form(s) W-2, 1098, 1099, Schedule K-1, click here to order.

Click here to return to "Frequently Asked Tax Questions"