Before booking an in-person appointment, please consider if a phone appointment would be sufficient.
The steps below outline our electronic and distance services offerings:
We have an intake form available for new clients and an update form for returning clients. Both documents are available below in both Microsoft Word and PDF format. We've also included a personal tax documents checklist for all clients to help you get organized and claim all available tax credits and deductions.
If you have a little extra time on your hands, consider using our excel templates to prepare your own rental summary, small business summary, or medical summary. If you'd rather leave this to us, no problem! We're happy to help.
Document drop off can occur in multiple formats depending on your needs:
Once the preparation of your return has begun, we will email (or call, or text) you with any inquiries and next steps. Generally, personal tax return preparation takes 7 - 14 days once all of your information has been provided. A corporate tax return can take longer with a timeline of 4 - 5 weeks. If you have any questions, please feel free to reach out!
We'll send you an email with an electronic copy of your tax return and will be facilitating signing using DocuSign or Senta. Paper copies of your tax returns and other records pickup can still occur but please call ahead so we can arrange the safest way to do this. If you'd like a finalization appointment we are happy to provide this by phone.
We sincerely appreciate your support and the opportunity to assist you with your tax return preparation.