Tax Preparation Options

Traditional

1) Contact us through the website, email or phone.

2) We will answer all your questions and set up a convenient appointment time for you.

3) While waiting for your appointment, please fill out and sign the forms we have sent you. The forms are fillable PDFs, so all you need to do is fill them out on your computer, print, and sign.

4) Upload the forms back to us through the portal. You can email them, but we cannot guarantee that this is 100% secure. Although we have a firewall and use antivirus software, we recommend that you leave your SSN off the forms if you decide to attach them to email. You are welcome to drop them off in our secure drop box at our office. Alternatively, you can also print them and bring them with you, but the resulting data entry will make your appointment last a bit longer.

5) When it’s time for your appointment, we will provide you with a free consultation and situation-specific tax advice. If you are not pleased with your results, you are under no obligation to purchase services and/or have your return filed through our company.

 

 

Online/Remote

1) Contact us through the website, email, or phone.

2) We will answer all your questions and set up a convenient appointment time for you to have your taxes done virtually via Zoom.

3) While waiting for your appointment,  please fill out and sign the forms we have sent you. The forms are fillable PDFs, so all you need to do is fill them out on your computer, print, and sign. The forms contain instructions for navigating the portal.

4) Check your email for an invitation to our secure portal.

5) Upload the forms back to us through the portal. You can email them, but we cannot guarantee that this is 100% secure. Although we have a firewall and use antivirus software, we recommend that you leave your SSN off the forms if you decide to attach them to email.

6) We will provide you with a free consultation and situation-specific tax advice. If you are not pleased with your results, you are under no obligation to purchase services and/or have your return filed through our company.