Schedule a Tax Appointment

Information about scheduling a tax preparation or consultation appointment

Tax Preparation Appointment

Consultation Appointment

FAQs

Can I schedule a drop off tax appointment?

  • Yes. Use the online link to schedule your tax appointment.

How do I submit my tax documents?

  • You will use our secure file portal to upload your documents if you don’t mail them or drop them off. Make sure the file names are different and the correct file extension. 

How will I sign my documents?

  • We have esignature software (DocuSign, Secure File Portal, Adobe) available for forms that the IRS and State will accept and for office use. If the tax return has to be mailed a wet signature will be needed.

Online Filing

Client Portal