I am looking forward to connecting with you!

Please choose one of the following methods for tax preparation this season:

Drop off/pick up

1. Drop off your tax documents anytime 10 am – 6 pm on a Monday or Tuesday. (Drop box is in the lobby; other times are available upon request.)
2. Please include a note with any questions for me.
3. Schedule a phone call or Zoom appointment at least 2 weeks from the time of drop off. I’ll email questions in advance so we can use our phone/zoom time to talk through your return and address questions you may have.
4. Schedule a 15 minute appointment to pick up and sign your tax return.

Online portal

1. Log in to your portal. Scan and upload legible documents. Label each document with a brief description.
2. Email me when all of your documents are in – this is my cue to start on your return.
3. Schedule a phone call or Zoom appointment at least 2 weeks from the time you notify me that documents are uploaded, or let me know if you prefer email communication only.  I will email you if I have questions as I prepare your return, then we can use the appointment time to talk through your return and address questions you may have.
4. Wrap up online or schedule a 15 minute appointment to sign and pick up your tax return.