The health of our staff, clients, and community continue to be our top priority. In an effort to slow the spread of COVID-19, we are asking anyone scheduling an appointment to come to our office to complete our COVID-19 Questionnaire within 24 hours of their appointment.
Tax Preparation - Drop Off For Returning Clients
Drop off your documents, update your information, and ask any questions you might have during your 15 minute Drop Off Appointment. This includes a follow up phone consult to review your completed tax return.
Tax Preparation - Drop Off For New Clients
Drop off your documents at our office for convenient tax preparation. Includes phone consult and a review of your completed tax return.
Tax Preparation - Pick Up For New and Returning Clients
This 15 minute appointment is reserved for you to review your tax return, sign e-file forms, and pick up your copy of your completed tax return and any original documents you left with our office.
Please do not schedule your appointment until you have been notified that your tax preparation has been completed and your returns are available for pick up.
Telephone Review of Completed Tax Return
Ideal for clients who wish to review their prepared tax return by phone prior to pickup. Once you have been notified that your return is available for pick up schedule a time and we'll call you to go over the results.
Telephone Consultation For New Clients
This appointment type is perfect for new clients who would like to schedule a FREE consultation to get to know us and discuss their tax preparation needs. Limited to one 15 minute FREE consultation per person per year.
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