Fill out Drop-off forms

Look over the Tax Preparation Checklist in Appointment Day and attach documents that apply to you.

Place all forms and documents in the envelope provided, and put the envelope into the gray drop box outside of the office.

Once received we will give you a call for a quick 10-15 minute overview of the information provided. This will usually be 2-3 business days after the drop-off date.  

Come back in and sign your tax return! 

Fill out New Client Information Form Here.

Look over the Tax Preparation Checklist in  Appointment Day and upload documents that apply to you

Once received we will give you a call for a quick 10-15 minute overview of the information provided. This will usually be 2-3 business days after submitting the form.  

Come in and sign your tax return!