SARE ASSOCIATES P.C  CLIENT PORTAL (812) 339-9330
a bloomington certified public accountant

Sare Associates P.C.

Taking New Clients by Referral Only
Returning Clients

Tip: For faster turnaround

Fill out the intake form and upload to our client portal. 
Intake form
Tax season 2024

Stress-Free Taxes

Follow these three steps for a smooth tax filing process
March 10 2024

For On-Time filing, submit all required tax documents by the cut-off date.
Online Secure Portal

Upload sensitive documents on our client portal.
Patience

You will be notified when your tax return is ready for review.

documents we need  FAQ
tax documents

What We Need

For faster service, fill out the intake form! 
intake form

Identification

  • Copy of Driver's License

  • SSN

  • Birthdates

Tax Documents

All Income Sources

  • W-2 (wages)

  • SSA (retirement)

  • 1099-R (retirement)

  • 1099-B (dividends)

  • 1099-INT (interest)

  • K-1 (corporate earnings)

  • Small Business P&L

Real-Estate

  • 1098 Mortgage

Health Insurance

  • 1095 

  • HSA

Education

  • 1098-T

  • 1099-Q

Important Information

  • Paid Estimated Taxes

  • Rent $ Amount

  • Donations

  • Marriage/Divorce

  • Birth/Death

  • Relocation

Upload Your Tax Documents

Register and start uploading your tax documents today!
Register
tax season 2024

Frequently Asked Questions

Here are answers to our most frequently asked questions

Oh no! it's past the cutoff date...

Don't worry! If you are a returning client, we have automatically filed an extension.

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This is a frequently asked question?

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This is a frequently asked question?

This is a FAQ description. Add more detail about this service, such as benefits, appearance, components and value

This is a frequently asked question?

This is a FAQ description. Add more detail about this service, such as benefits, appearance, components and value
upload tax documents 
CERTIFIED PUBLIC ACCOUNTANT

OUR SERVICES

We are committed to giving our clients the best accounting service possible!

PERSONAL & BUSINESS

Tax Preparation

No computer software or program can replace an experienced professional!

PERSONAL & BUSINESS

Tax Planning & Advice

Effective tax planning is necessary to effectively and legally reduce your tax liability.

BUSINESS

Payroll & Bookkeeping

We offer varying levels of bookkeeping and payroll management based on the client’s needs.