***FOR APPOINTMENTS SCHEDULED AFTER 4/4/2021, WE CANNOT GUARANTEE FILING BEFORE THE 4/18 DEADLINE. PLEASE CALL THE OFFICE FOR MORE INFORMATION***

***FOR APPOINTMENTS SCHEDULED AFTER APRIL 4, WE CANNOT GUARANTEE FILING BEFORE THE 4/18 DEADLINE. PLEASE CALL THE OFFICE FOR MORE INFORMATION***

If you prefer, you may also upload your documents to our secure client portal instead of bringing the documents to the office in person. Call the office if you need us to give you portal access.

We offer in-person, video call, and email summary options to finalize your taxes. If you would like to receive an email summary, please schedule an appointment for a time you will be avaiable to speak with Joe if he has any last minute questions. Keep in mind he will only call if he needs more information before filing.

***This option is for reviewing completed returns. Please ensure that you've provided your information 2 weeks prior to your appointment.***

***FOR APPOINTMENTS SCHEDULED AFTER 4/4/2021, WE CANNOT GUARANTEE FILING BEFORE THE 4/18 DEADLINE. PLEASE CALL THE OFFICE FOR MORE INFORMATION***

If you would like to upload your tax info prior to your scheduled appointment, call the office and ask to be set up in our secure client portal.

In Person Tax Preparation is not available for Corporate or Partnership tax returns.