Tax Clients - It is not too late!

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Feb 01, 2020

Terry Lockridge and Dunn is promoting two ways to get your 1040 tax return information to us this year: online (client collaboration hub) and paper. You do need to pick one before meeting with your tax accountant or sending information to us. If you have not already, please reach out to to request the online tool, or to to request a paper organizer.

The online tool is less intimidating than the multi-page paper organizer and will allow for uploading of documents to us securely, the ability to esign your tax return and receive your completed tax return to your client hub with access for 2 years. The only requirement is that each person signing the return must have their own, unique email address. If you are a new tax client, we will also need you to provide a copy of your 2018 income tax return to your accountant prior to us being able to set you up for the client hub. Contact and provide your name and the email address for you, and if filing jointly, your spouse. (This is to be able to esign the return.) The welcome invitation will go to the tax payer email address only. Please put client collaboration in the subject line.

If you do not meet the requirements to allow for the online tool, or prefer the paper organizer, please contact Sally at If you do not have email, please call the front desk and provide your name and current mailing address and your paper organizer will be mailed to you.

Happy Tax Filing Season! We are looking forward to working with you this year!