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Document Exchange

If you are dropping off required Tax Preparation documents (ID and records), or business documents, no appointment is necessary. Some documents can be submitted through our secure doc exchange software (Portal), by mail, or you can use our physical drop box anytime, including after hours.

Scheduling Instructions

Step 1: Select the appointment box that indicates the focus of the appointment. Step 2: Scroll down to select the date / time. Step 3: Input your contact information and a brief description of your needs for the appointment. Step 4: Select how you would like to meet, and enter a referral if applicable. Step 5: You will receive a confirmation email and reminders before your appointment. NEED HELP? Contact us and we can assist in scheduling an appointment.

Key Notes:

By scheduling a tax return appointment, or 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.

  • Tax documents and records are to be submitted electronically, mailed (and received), or dropped off 7 days before your appointment; documents not submitted at least 3 DAYS BEFORE the appointment may be rescheduled.

  • Payments are due BEFORE the tax return is filed with any taxing agency.

  • For a list of common items to bring, click here.

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