IMPORTANT INFORMATION - Please read the details below!!
Providing required Tax Preparation documents (ID and records), or business documents.
If yes, no appointment is necessary.
Some documents can be submitted through our secure doc exchange software, OR by mail, OR you can drop by the office.
Priority is to appointments; "drop offs" are welcome and are handled quickly as brief doc or ID exchanges. We will gladly schedule an appointment to meet or discuss your situation.
Want to Schedule an Appointment?
Pre-Appointment during Tax Season (Jan to mid April):
all documents and records are to be submitted electronically, mailed (and received), or dropped off by at least the Friday BEFORE your scheduled appointment to avoid rescheduling.
What to bring? Click here for a list.
We prepare for tax discussions by getting initial inputs done and then meeting with you to clarify or align on next steps; the goal is to finalize the return or be very close to finishing.
Step-By-Step Instructions to schedule your appointment:
Step 1: Select the appointment box that indicates the focus of the appointment and the desired interface (i.e. In person, Zoom)
Step 2: Select the date / time. Note: When a date is Blue with a circle, there are available times on that date. Click on the date, and then click on the desired time.
Step 3: Input your contact information and brief description for the appointment.
Post-Appointment during Tax Season (Jan to mid April):
Tax returns may finalize during the appointment. In this case, the Tax Return is signed, payment made and then filing occurs.
In some cases, some additional work is required to finalize the return after the appointment. Once finished, we will discuss changes. When we are ready to finalize, we will sign, payment made, and then filing occurs. A hard copy of your tax return
Payment in full is required before a Tax Return is filed.
A copy of your tax return will be provided (electronically by default, but hard copy available).
We maintain electronic copies of records per legal requirements, with security and backup protocols in place.
By scheduling a tax return appointment, and conveyance of tax documents with intent to engage services for tax preparation, clients agree to the general Terms of Service in our Client Tax Engagement Agreement, with payments due AFTER service has been provided, but BEFORE the tax return is filed with any taxing agency.