Resources

PBMares provides you with the information you need to help secure your financial future.

PBMares > Resources

Resources



Searching for answers to your financial questions can be a time consuming process. In fact, it can be a frustrating experience. With so much information coming at you from so many sources, it’s hard to filter out the noise and find the resources you need.

At PBMares, we focus on providing solutions. We work hard to provide you with the information you need to help secure your financial future. Sometimes the tools you need are simple; it’s just a matter of access. To that end, we’ve developed this section to serve as an all-in-one resource center for you.

Secure File Transfer

For PBMares clients interested in utilizing the secure file transfer system, please
click here
.

E-File Form 8879 Submissions

For PBMares clients interested in electronically submitting Form 8879, IRS E-File Signature Authorization, please click here.

Secure Client Portal

Secure Client Portal

Schedule K-1 Instructions

Complete instructions for reporting Schedule K-1 on your tax return can be found through the IRS links below.

These files are in PDF format, requiring Adobe Acrobat Reader to view the content. If you do not have this software, click on the Adobe Acrobat Reader link below to download this free software. Please note that by clicking on any of these links, you will be leaving the PBMares website.

Download Adobe Acrobat Reader