Tax Preparation Changes For 2023
Our primary goal is to keep ourselves and staff healthy during our busiest time of the year. You may choose a "contact free option" in which you drop off, email or upload your tax documents to our firm for tax preparation. Additionally, you can schedule an appointment to review your tax return with your CPA via a conference call, these appointments are available beginning February 1, 2024.
The CPAs, as always, will be available via email or telephone
to answer questions or concerns you have when gathering your tax documents.
Our primary goal is to keep ourselves and staff healthy during our busiest time of the year. You may choose a "contact free option" in which you drop off, email or upload your tax documents to our firm for tax preparation. Additionally, you can schedule an appointment to review your tax return with your CPA via a conference call, these appointments are available beginning February 1, 2024.
The CPAs, as always, will be available via email or telephone
to answer questions or concerns you have when gathering your tax documents.
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Staff Login
Client Portal Login
Access to the Client Portal of our website is reserved for clients who have requested our portal services. If you have a current account with us, please login. If you would like an account please contact Scott at [email protected].
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Secure File Upload
When uploading, please upload all files at one time! Thank You!
Upload documents securely online. The following screen will require email address, first name and last name. Then you will select the recipient. Then simply browse or drag and drop files. Once all files are listed, click upload and the status will show when they are uploaded.
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Secure Online Payment
Make a payment with credit card or checking account securely online, scan the QR code for payment as well.
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Current Non-Tax Season Office Hours
(Starting April 16, 2024) for drop off and pick up.
As always feel free to upload information via the orange upload link below. 
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If you are dropping information off after hours, please slide it under the door (we have provided envelopes if you did not bring one to keep all your documents together) Please feel free to email us (email addresses listed below), or call us and leave voicemail at 303-841-4220
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