Welcome to our website!

Below is a reminder of our drop-off and pickup procedures.

• 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 or need to create a login.
• 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 someone other than yourself will be picking up and signing for your tax return and documents, you will need to contact your consultant to discuss the procedure.**

If you want your return to be filed by April 15th, please contact your consultant to determine the latest date you can submit your tax documents and still have your return filed on time.

If you require an extension to file your return, please contact your consultant to request one. A processing fee of $25 may be required to file the extension. In addition, any return received after September 15th may be subject to an additional $25 late processing fee.

Thank you for your business!

Why use the portal?

• Easy to use – The portal is web-based and works with just about any browser and computer. Uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious and quick.
• Send files to your tax preparer – You can upload W-2s and other tax documents to the portal site. A mobile-friendly interface lets you take photos of tax documents and upload them to the portal site if you do not have access to a scanner.
• Receive files from your tax preparer – Your tax preparer can upload your finished tax return and other documents. You can sign in and download whenever it’s convenient, from any computer with internet access.
• Online organizers – Lets you provide tax information by filling out online forms and view a prior-year summary sent to you by tax preparer. Helping you remember to gather what you need for the new tax year.
• Safeguard sensitive documents – Don’t risk sending confidential documents openly by email. Share and transfer them the smart, responsible way, with the portal. The site and files are always protected by tough, industry-standard security measures and encryptions.

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.