Current Tax Filing Deadlines
Trust and Estate Returns on Extension: 9/30/22
Individual and C-Corp Returns on Extension: 10/17/22

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Welcome to our Client Center

Our Client Center is where our clients, both new and existing, can find information on tax filing deadlines, client worksheets, our privacy policy, and more!

 

 

 

 

 

 

Please see the important note to our new and existing clients below...

An Important Note to Our Clients

At Duncan, Onley & Watkins, we ask that all clients, both new and existing, fill out our Tax Information Worksheet to be sent in with their yearly tax information.  

This worksheet, when filled out fully, is VERY important to our tax preparation process. Having the Tax Information Worksheet saves us time when preparing your return, which in turn saves you money. 

How to Get Us Your Tax Information

Drop it off

For our clients' convenience, we have a drop-off slot in our door down the hall from our main office entrance. Or, feel free to come inside and drop off your information to someone in the office.

Mail-In

This is the most convenient option for our out of town clients, or anyone not wanting to drop off their items at the office. 

Secure Upload

At your request, we can send you a secure link either from our tax software or our cloud storage software where you can safely upload all of your tax documents.

Need help finding something? Click below to view our helpful website links

Need to file an extension for your tax return? Click below to fill out our extension request form

Engagement Letters

Engagement Letters outline the services we will provide to you as well as client responsibilities during the engagement for tax preparation services.

 

Please view our downloadable engagement letters below.

The applicable engagement letter to you below is determined by what type of return we are preparing for you.

We ask that all of our clients, both new and existing, fill out and sign an engagement letter each year we provide tax preparation services to you. 

If filing a joint return, we ask that both spouses sign the Individual Engagement Letter. 

Please include all applicable signed engagement letters as well as the completed tax information worksheet when dropping off, mailing, or uploading your tax documents.