Thomson Accountants, Inc. (TAI) formerly Baer Tax Group provides annual tax packets as a client-friendly way to supply the information required to prepare your tax return.
Packets MUST be complete, signed, and submitted annually/per tax return. We will not reuse information from prior-year packets given. The use of these forms will assist us in keeping our fee to a minimum and efficiently proccessing your data.
Digital versions of these packets can be found as ORGANIZERS in your Client Portal.
If you are unsure which forms to complete from the list below, Contact Us at office@baertaxgroup.com or call at 518-822-1673.