Tax Preparation Options

1.     Our “drop off” tax preparation is our most popular and efficient option.  It requires no advanced scheduling and is ideal if you have a busy schedule, your preparation needs are time sensitive or you do not live locally.

 You can drop off your tax related documents anytime during our Tax Season business hours which are M-F 9AM-5:30PM.  If you wish to drop off after business hours, please utilize our afterhours drop box. You may also mail us your documents or upload your documents to your secure tax portal. The tax portal link is on our homepage.

We will have engagement letters for you to complete when dropping off.  If you would like the forms prior to dropping off or uploading your information, just contact the office and we will provide those to you in advance. The engagement letters may also be accessed on our homepage under the “Client Materials” tab. 
Once we receive your materials, your tax preparer will review everything and contact you via email or phone with any questions they may have. When your taxes are completed, you can either pick them up in the office or sign via e-signature and we can upload your returns to your Secure Client Tax Portal. It’s that easy!

2.     Virtual/Phone appointments with your preparer can be scheduled in advance by calling our office.  We will need your tax related documents and engagement letters completed prior to your appointment.  Those items can be dropped off to the office, mailed or uploaded to our secure web portal prior to your scheduled virtual appointment. 

3.     In person appointments with your preparer are also scheduled in advance by calling our office.  Keep in mind, although we try to accommodate everyone’s schedule as best as we can, in person appointments are limited and often booking several weeks out.