Appointment by Phone Option Available

Office Visit Not Required

Many clients are uploading their documents to us through our secure portal or simply mailing the documents to us and scheduling a telephone appointment. We prepare more than 400 returns every year without the client making the trip to the office. We are very experienced at this and will walk you through the easy and best practices involved. Note: you can also bring your documents to the office, we will scan them and give the originals right back to you. Only takes minutes.

Login to our secure portal and upload your documents.

OR

Place your documents in a package provided by the Post Office and send it to us with Flat Rate Priority $10 to $12.

Once we receive your documents, we will schedule a time convenient for you, to discuss and review by phone. We can send a summary for you to review during the phone appointment, by portal or our secure email.

We are still scheduling meetings at the office, but are offering this remote option for those who need or require it.

Learn more about the actions we are taking to protect employees and clients alike.