Personal tax pick-up (face-to-face)
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.
Personal tax pick-up (porch, no-contact)
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
Personal tax drop-off (returning clients)
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.
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