Drop Off Your Documents
If you are a recurring client, you may drop off your documents at any time and our Preparers will get your return completed without the need of an in person meeting.
Step 1
Gather Your Documents
Having all of your tax related documents at your tax appointment will help ensure timely filing of your tax return.
We have a helpful guide HERE to assist you with gathering the necessary items
We have a helpful guide HERE to assist you with gathering the necessary items
Some documents might include:
- Signed Agreement to complete return.
- Income statements: W-2, W-2g, 1099-R, etc.
- Interest and dividends statements from banks, brokerages, etc.
- Form 1098 from your mortgage lender
- Any changes in household, dependents, marital status, etc.
- Bank routing and account numbers
- The amount you paid for childcare and the childcare provider’s tax identification number
- Receipts for charitable donations
- Social Security or other taxpayer ID numbers for yourself, spouse and/or dependents.
Drop Off Your Documents
Stop by our office and drop off your documents with our reception desk.
Your Preparer will contact you with any questions and/or to let you know when we are finished.
Pick Up & Sign
When your return is finished, you can choose to come in and sign your return or choose to receive it online through our Secure Portal. The choice is yours.
Alternatively
File Your Taxes With Another Option
Choose from one of our other convenient tax preparation options
Online
Have your taxes completed remotely by uploading your documents
Online
Upload your documents to our Secure Portal and we'll handle the rest.
This option is for returning clients only.