FAQ
If you are a new client to us, please bring a copy of your previous year's tax return, all the paperwork for the tax year needing to be completed, and copies of your ID's. We can also make copies when you drop your paperwork off.
Of course! Just mail us your paperwork, or upload it via our secure portal. If you need portal access, give us a call and we will get one set up for you.
Definitely! You have the option to download from the link given below.
We do accept drop offs, in fact most of our people do so. We understand that life is busy, and an in person appointment is not always feasible.
