Welcome to our website!

We will not be doing sit-down appointments for the upcoming tax season.

You will be able to drop off, use the portal, or mail your tax documents.

MAILING: Please enclose all tax documents in the completed white envelope provided and then enclose the white envelope in another envelope to mail it.

PORTAL: You can upload documents and update important information. Please let us know if you need help with your login information.

DROPOFF: You may use the drop off slot in the door to the right of the bench (marked with a green sign) or you may come inside and check in with our front desk and they will help you with dropping off your documents.

PICK UPS: Please come inside and check in with our front desk, they will help you with signing and picking up your documents.

• If you want your return to be filed by April 15^th you will need to speak with your consultant as to when you need to get the tax documents to him/her to have it filed timely.  If you need an extension, you will need to call your consultant and ask them to do so.  There may be a $25 fee for filing the extension.
• If a meeting is needed by you or the consultant, then the two of you can make that arrangement to do so.

Thank you for your business!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.