For established clients, an appointment is not required to have your tax return prepared. Your tax documents and materials may be dropped off at your convenience at the front desk inside our office or in the secure dropbox outside the front door of our office. They may also be mailed to us.

If this is your first time filing here or if there have been considerable changes from the previous year, questions, or concerns, our receptionist would be happy to make an appointment for you. Changes might include a considerable increase or decrease in income, a new marriage, a divorce, the buying or selling of a house, or retirement.