Appointments

PLEASE REMEMBER WE WILL SIT DOWN WITH ANY CLIENTS THAT WANTS TO.  WE ASK THAT PEOPLE MAIL, DROP OFF OR USE PORTAL FOR TO SUBMIT THEIR TAX INFO AT LEAST A WEEK AHEAD OF THEIR APPOINTMENT. THIS GIVES MORE TIME AT THE APPOINTMENT TO ANSWER QUESTONS, FINALIZE RETURN AND PLAN NEXT YEAR.

~WE OFFER PHONE APPOINTMENTSAS WELL, BUT THEY ARE USUALLY THE LAST APPOINTMENT OF THE DAY AND WE NEED THE INFORAMTION A WEEK AHEAD OF TIME TO PROCESS. 

~WE ALSO OFFER THE OPTIONS OF DROP OFF, MAIL OR PORTAL .   

• previous and new clients - if possible drop off, mail  (or upload to your tax portal) your documents at least a week ahead of time.  There is an update sheet in the download section of this website for you to fill out for previous clients and forms under new clients for them to fill out.  This allows us to get your info on computer ahead of time and creates more accuracy and streamlines appointments to reduce exposure.
• please avoid sending documents via email (not safe) but use portal if possible (much more secure) - see tab above for portal