We specialize in federal, state, and local income tax preparation. Our favorite clients are individuals and families, but we also do a lot of rentals and small businesses (including Limited Liability Companies (LLCs), S Corporations, and partnerships). We can handle trusts and estate income tax returns. We can also help with letters you may receive from the IRS or other taxing agency (even RITA!).
We offer the following options to get your tax information to us. Choose the method you like best.
Drop-off – any time 24/7
Stop in, use our “night drop” at the drive-thru, or our secure red drop box right by our front door. Drop off your W2s, other tax documents, and your completed What to Bring TY 2023 (and What to Bring Business TY 2023 if applicable). Include a good phone number and we will call you when your returns are ready. The turn-around time for drop-offs is typically between 2 – 10 days during tax season.
Mail-in / Fax / Upload
Mail, fax or upload your tax documents and the What to Bring TY 2023 (and What to Bring Business TY 2023 if applicable). We will call with any questions and let you know when your taxes are completed. You can pick them up in person at our front desk or drive thru, or we will put them in your secure Client Portal for electronic delivery.
A face to face meeting where our tax preparer typically completes your returns during the appointment (if all information is available), usually within an hour.