If you wish to pick up your documents face-to-face (at the door), book this type of appointment. Please note that masking is not required, however I will ask that you keep your distance and not enter the house. If you have questions or wish to discuss, please contact me via phone/email and we can set something up.

Once you have completed electronic signing and payment, select this type of appointment. Your documents will be place in my mailbox (on my porch for larger files) 5 minutes prior to the appointment time.

Please arrive within 15 minutes of your scheduled time as I will be scheduling every half hour and wish to maintain distancing and confidentiality of your tax information. If you are unable to make your appointment, let me know so that I can bring your paperwork inside prior to the next appointment time

I encourage you to submit documents through the secure client portal on my website. However, if this is not possible, documents will be accepted by drop off in mailbox and/or porch. Locations will be checked regularly, and specifically after a booked appointment.