FOR ALL DROP OFFS: You do not need an appointment to Drop off. You may drop off your documents at anytime that is convenient for you. You may drop your documents off inside during office hours or use our locked mailbox located by the front door, which is always accessible for clients who would prefer to drop off paperwork during business/non-business hours for easy on the go.

Drop-off Services for New Clients

We love and appreciate new clients, if you can not make it for in person appointment and just want to drop off to us, please download our New Client Tax Form (PDF) and complete the form. You may email, mail in or drop off the information to our office. You may drop your documents off inside during office hours or our locked mailbox located by the front door is always accessible for clients who would prefer to drop off paperwork during non-business hours. PLEASE BRING A COPY OF THE PREVIOUS YEAR’S TAX RETURNS. Your tax preparer will call you with questions and/or results of your completed returns.

Drop-off Services for Existing Clients

Returning clients you may email, mail in or drop off the information to our office. You may drop your documents off inside during office hours or our locked mailbox located by the front door is always accessible for clients who would prefer to drop off paperwork during non-business hours. Please secure your tax documents in an envelope with this form for to update our returning clients basic information Returning Client Tax Form (PDF). Your tax preparer will call you with questions and/or results of your completed returns.

NOTE: If you’ve experienced any major changes in your life, it is worthwhile to review our New Client Tax Form (PDF) Complete the form and drop off with your documents. This information will enable us to determine the maximum deductions for this year.