We are looking forward to your business this year. Currently appointments are required for all tax preparation meetings. You can call the office to set up your appointment but do not wait, time slots for appointments fill up fast.

Our clients are also strongly encouraged to drop off their information in our secure mailbox outside the office, load it to our secure portal, or come in during business hours and give it to the receptionist. You can email your preparer directly for a link to upload documents using our personal secure client portal or use the link below.

If you drop off we will contact you by phone or email to ask any needed questions and finish up the returns. We are then available for a virtual or short in-person meeting to discuss your return if desired.