We understand that everyone has varying degrees of comfort-ability surrounding digital software. That’s why we are offering multiply solutions that will accommodate everyone.
Physical Drop Off
With or without an appointment. Come by our office and physically drop off your documents. We’ll prepare them and schedule a review session when they’re done. It’s that easy.
Virtual Drop Off
Upload your tax documents to our secure client portal using your smart device or smart phone. It’s the easiest way to get your documents to us. Sign up for your free account here.
Remote Video Conference
Some people are just more comfortable with a face to face appointment. We can do that. Meet with a tax professional in person using Zoom video conferencing. Schedule your appointment here.