Welcome
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.
We are available year-round to help navigate any changes you face. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.
Following are some options of how to get your tax returns completed.
Drop-Off: At your convenience, no appointment needed, stop by the office, hand over your completed questionnaire (link below) along with your forms, documents, receipts, and any other notes you would like to provide and your return will be completed. You will be contacted with any questions and to let you know that your return is completed.
Portal – secure file exchange: This is the most safe and secure way for us to exchange files and messages online. Via this portal you can send documents and messages, sign e-File authorization forms, and pay the preparation fee. Copies of your tax returns can be uploaded here or sent to you. If you wish to have access to the portal, please call the office.
Appointments: While every effort will be made to accommodate your in-person appointment requests, these times fill very quickly. Consider dropping off your materials and we will complete your returns as quickly as possible.
Whichever way you get your taxes done, please complete the questionnaire (link below) and submit with your materials.
We look forward to working with you!!