P.918.493.2002 Fax 918.217.1324 Fax 918.493.2052

7030 S YALE AVE STE 300 TULSA, OK 74136-5722

MILAM & ASSOCIATES, PLLC

Main Content

CLIENT PORTAL

Please use our ShareFile Form to upload sensitive tax files securely (all fields are required):


COVID-19 UPDATE


MASKS ARE REQUIRED IN OUR OFFICE

Our office is vigilant with maintaining a healthy environment. This includes cleaning areas after client meetings or interactions at the reception desk. Office staff may opt to work from home due to family needs or medical necessity but will continue to communicate with clients during work hours.      

Milam & Associates would prefer most interactions to be digital or via phone calls. We are accepting scheduled appointments with office staff on a limited basis. Picking up completed returns and/or original documents as provided to us should be scheduled or we can communicate digitally and mail/Fedex/UPS the return documents.



TAX SEASON UPDATES
(TAX YEAR 2020)


For business clients, we are working on year end payroll and business filings, such as Forms 1099-MISC and 1099-NEC. If you think you might need to file these forms, contact our office to review your vendor list/amount paid/reason.  

IRS Updates opening tax season Feb 12th. Here is the article

If you have received most of your tax documents and expect to timely file (i.e. you will receive all K-1s by the filing date), we suggest you upload the documents you have obtained thus far. We anticipate our cut-off date to ensure filing without and extension for the April 15th due date is March 15th.

If Milam & Associates inputs your bookkeeping, please upload the bank statements you recieve as soon as possible. We may ask for you to note on the statements prior to sending to us various account/class/property notes on unusual activity/new vendors.

FORMS

Click here for additional organizer pages and other state pages

Click HERE to see complete list of additional forms.

APPOINTMENT

Please contact our office at 918-493-2002, as appointments are set by administration staff for our preparers. If you prefer to request a meeting via email, please click HERE. Video conferencing is also available.

CONTACT

Please update your address book to reflect our NEW domain: milamcpa.tax!

All email addresses now end in .tax instead of .com

NOTES FOR CLIENTS

To our clients using QuickBooks software to keep track of their books, we recommend updating your software if it is older than five years. When submitting your file, we prefer the .QBB backup file for PCs. Please note the year version you currently use and provide our office with the current login information to restore the backup, preferably the same day as sending the file.

TECH DETAILS

To learn more about the online services we use (ShareFile and RightSignature) and additional privacy disclosures, please click HERE.