Returning Clients
Drop off services allow clients to leave their tax information at the office during business hours, and taxes can be prepared without the presence of the client.
If clients choose this efficient method, we ask that you carefully review your previous year tax return and the tax preparation checklist, please be sure to notify us of any changes as well.
Changes may include but are not limited to: address, contact information, filing status, dependent information, etc. If you have any questions we ask that you contact us to make an appointment in order to ensure one of our tax professionals will be able to assist you.
New Clients
All new clients will be required to schedule an appointment.
Be sure to review our tax preparation checklist prior to your appointment to ensure you come prepared with all necessary documents for filing an income tax return.
Schedule an Appointment
Our calendar fills up fast — get the appointment time that works best for you.