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Each year, many of our clients request that we fax or mail
duplicate copies of their tax returns and W-2s to a Third Party
(such as a Mortgage Company).
We'll gladly take care of your requests. Please note that
there will be a small fee for this service.
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Mail copies of your tax returns - $25
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Fax copies of your W-2s - $15
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Prepare letter for mortgage company - $50
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RUSH: Letter for mortgage company with one day
turn-around - $95
HOW TO REQUEST A COPY BE SENT:
STEP 1 - Please complete the attached PDF form, sign it and
return it to our office.
AUTHORIZATION TO RELEASE TAX INFORMATION FORM (PDF)
You can mail the form
with payment to the address below or, if paying online, fax it to
us at 781.938.0185.
STEP 2 - Payment must be received before your request is
processed. You can pay online or mail us a check:
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