P.918.493.2002 Fax 918.203.2307
7030 S YALE AVE STE 300 TULSA, OK 74136-5722
MILAM & ASSOCIATES, PLLC
Main Content
CLIENT PORTAL
Click here to upload using our ShareSafe Portal!
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.
TECH DETAILS
To learn more about the online services we use (ShareSafe) and additional privacy disclosures, please click HERE.
TAX SEASON UPDATES
(TAX YEAR 2023)
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.
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.
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.
FORMS
Pay Federal Extension Online (Instructions)
Pay Oklahoma Extension Online (Instructions)
Both Fed & OK Online (Instructions)
23TY Blank organizers
2023 Client Questions
Click here for additional organizer pages and other state pages
Consent to disclose forms (Single)
Consent to disclose forms (Married)
Click HERE to see complete list of additional forms.
CONTACT
Please update your address book to reflect our NEW domain: milamcpa.tax!
All email addresses now end in .tax instead of .com