Due to current illnesses, Covid, Flu and RSV, we will NOT be doing in person appointments.

Current clients are reminded to check the Required for Tax Preparation tab and see the checklist and print and sign the engagement letter then include it with your tax information. Tax information my be dropped off, emailed or sent using the Secure Portal below. Please call or email to confirm your intention to engage us to do your tax preparation as soon as possible after 1/2/2024. If your information is not received by April 1^st we cannot assure that your return will be completed by April 15^th.

For Businesses with payroll and 1099 contractors – Information and changes must be received by January 20^th for 1099 NEC, 1099 Misc. and W-4 for mailing by January 31^st.