Our online office brings tax, accounting/bookkeeping and financial management services directly into your home or business enabling you to more actively participate in your tax and financial management. 

We are not currently accepting new clients at this time.

Please check back in the future, as our availability may change.

We appreciate your interest in working with us.

Easy Ways to Work with Us for Tax Preparation

We offer multiple convenient options for clients to get their taxes prepared - choose what works best for you.

1. EXPRESS DROP-OFF

Drop off documents anytime, 24/7

Complete the annual Client Intake Form and bring it with your documents

After-hours? Use our secure mail slot in the entryway

Returns are typically completed within 14 days

2. SECURE PORTAL 

Request acccess to our new Client Portal & Mobile App

Complete your annual client organizer electronically

Upload your tax documents securely

Access prior year tax returns

Return typically completed within 14 days

REQUEST PORTAL ACCESS

3. 15 MINUTE CLIENT INTAKE APPOINTMENT

Quick 15 minute meeting with a tax professional

Drop off documents and review questions

Ensure your annual client organizer is complete for preparation

SCHEDULE 15-MINUTE APPOINTMENT

4. 45 MINUTE TAX APPOINTMENT

In-depth 45 minute appointment with a tax professional

Discuss your tax situation and ask questions

Receive an email invitation to complete your annual client organizer electronically via the portal before your appointment

Bring all your documents to your session

Returns typically completed the same day

SCHEDULE 45 MINUTE TAX APPOINTMENT

Check out our monthly newsletters for the latest tax law changes and updates.