• Welcome to the 2020 Tax Season! We intend to keep our office closed and only meet with clients by appointment or virtually, and we encourage our clients to take advantage of our many options to submit documents to us electronically. As always, we remain available by email or phone to answer any questions you may have.

    You can download fillable forms here:

    2020 Questionnaire

    2020 Engagement Letter

    To submit files to us you can continue to use your preferred method:

    Upload: Our client portal, accessible through our website, is a SECURE and convenient way to upload, store, and access all your tax records from anywhere. If you are interested, but you haven’t used the portal in the past, please call or email us to set up your portal account.

    Email: tax@zimmerman-cpa.com (if you prefer to email your documents using our encrypted email server you can request a link via email to tax@zimmerman-cpa.com)

    Fax: 513-624-3909

    In Person: You can drop off your tax documents (along with your signed engagement letter and completed questionnaire) 24-hours a day in our lockbox located at the back entrance to the building. We will email a confirmation that we’ve received your documents. If you need to schedule a time to drop off your information please email us at tax@zimmerman-cpa.com or call us at (513) 624-3900.

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