We're ready when you are

Do not email any documents to us.  It is not secure to do so and IRS has instructed us not to accept documents via email.  We prefer all documents to be uploaded to our secure portal. Alternatively, you can mail or fax your information.
 
We provide our services remotely, however, we do have a limited number of in-person or telephone appointments available.  No appointment is necessary, however, if you want an appointment, please call to schedule. Generally, our turnaround time is one week.  If you have an appointment, we request you get your documents to us 2-3 days in advance. 

Please complete and include our Data Sheet and Engagement Agreement and photo ID with your tax documents. These forms can be found in the Public Documents folder in the portal and linked below.

The Internal Revenue Service announced Monday, Jan. 29, 2024, as the official start date of the nation's 2024 tax season when the agency will begin accepting and processing 2023 tax returns.

Thank you for entrusting us with your income tax preparation.