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. 

Convenient ways for clients to engage us for tax preparation services:

1.  Express Drop off - New & Existing Clients- You can drop off your tax information anytime, 24/7.  Your return is typically completed within 14 days.  Complete the annual Client Intake Form, gather your tax documents and bring both to our office at any time.  If you arrive before or after regular business hours, place your documents in an envelope and place in our secure mail slot located in our entry way.

2.  Secure Portal Upload - New & Existing Clients - You can upload your documents anytime, 24/7.  Your return is typically completed within 14 days of you informing us that everything has been provided.  Complete the annual Client Intake Form, gather your tax documents and securely upload them to us using the client portal. 

3. 15 Minute Client Intake Appointment - New & Existing Clients - This is a brief meeting with a Tax Advisor to discuss / review tax situations and your return is typically completed in 7 days.  You can call our office to schedule an Intake Appointment. This is a 15 minute appointment where you meet with a tax professional to drop off your tax information, complete the annual Client Intake Form and discuss any questions or concerns you have for your preparer.  We will make sure that you have all of your documents and then you would leave your information to be prepared.  Once your return is completed, we would contact you to pick it up. 

4.  45 Minute Tax Return Consultation - Existing Clients - This is an in depth meeting with a Tax Advisor to discuss / review tax situations and options and your return is typically completed the same day.  Current Clients can use the online scheduling tool to schedule an appointment.  Before your appointment, complete the annual Client Intake Form, gather your tax documents and bring both to your scheduled appointment. 

PLEASE NOTE: If we did not prepare your 2023 tax return, include a copy of it with your current tax documents.

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