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Hey There

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We are dedicated to stopping the spread of COVID-19. In our efforts to accomplish this, our office has decided to implement a contact-less tax preparation service this year. Although our office is open, office visit are being restricted to paperwork drop off and pick up ONLY. Procedures for completing your tax return this year are below.

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Thank you for helping us protect our community!

Tax Preparation Procedures

In order to ensure transparency with our clients, we have outlined our office's tax preparation procedures. Please contact us for any questions or comments you may have.

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Documents are sent to our office

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Finished!

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Tax return is prepared

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Original tax paperwork and copy of tax return is mailed to client

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Completed tax return is discussed with client

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Customer purchases tax preparation package

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Form 8879 is received and tax return is E-Filed

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Form 8879 is sent to client for signature

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