Covid-19 January 2021 Update:

We will be limiting the in person traffic to our office to keep our staff and clients safe. 

If you do not have a phone appointment yet scheduled, please call the office to do so.

If you already have an appointment scheduled - You have two options to get us documents.

-Drop Box (located on East side parking lot off Sherman St) 

-Secure Portal Upload (call Shelly or Dawn for your own personal link) 

Please drop off or upload your documents, at a minimum, 1 week prior to your scheduled appointment. 

We will only allow in person appointments on a per case basis. You will need to call us to set up either your in person or phone appointment. 

What to put in the drop box:

- Name, address & phone number 

- Any life changes in the past year (married, buy home, had a child) 

- What stimulus amount did you receive: 1st & 2nd round

- Are you on the marketplace for health insurance 

- Typical tax documents: W2s, Investments, Interest statements, etc. 

Drop Off List 2021

Thank you for understanding and stay safe. - Wausau Tax & Accounting, Inc. Staff