We are sorry we aren’t able to meet face to face at the current time. We miss seeing our long-time clients and meeting friendly new faces! That said, we are available by phone and email to answer all of your questions.
You can still schedule an appointment if you like, to ensure we have time set aside for you on a certain day. (We might work on your tax return before your appointment if we have your W2s, etc.) Keep in mind, as of now our building is closed to the public.
We ask that you get us your tax documents at your earliest convenience. Drop off or upload (unsecured email is not always safe!) or mail to us. We will contact you with a few check-in questions. These will be things like confirming your address, dependents, bank info, and other necessary and beneficial tax questions. Then your tax documents will go to your preparer. If you don’t have a particular preparer in mind you can choose first available for faster service.
Once the preparer has your tax documents, they will call with any additional questions, and then your refund (we hope!) amount.
Once we are finished, it’s your turn. You will receive a folder with your tax documents and completed tax returns. Your folder might include “action” items. It is IMPORTANT you review all of your ACTION ITEMS to avoid penalties.
If you prefer a digital copy of your tax returns, let us know. We can deliver your completed returns securely through email or a client portal. You can sign electronically as well.