Frequently Asked Questions

Do I need an appointment to drop off my taxes?

No.

All clients start with a document drop‑off. After we complete data entry and review your file, we will call you to schedule your appointment

Where is your drop box located?

We offer a secure drop box on the side of the building next to the big bay window.


Please include all tax documents and a phone number so we can contact you once your file has been reviewed

Are you accepting new clients?

Yes.

We are accepting new clients for the 2025 filing season.

If you are new this year, please include a copy of the previous year’s return.

Do you offer virtual or online tax preparation?

Yes.

We offer an online‑only filing option for simple returns. You can upload your documents, communicate with us virtually, and complete your return without coming into the office.

What types of tax returns do you prepare?

We prepare:

  • Simple individual returns

  • 1040 returns with rental property

  • 1040 returns with small businesses

  • Multi‑rental or multi‑business returns

How does the tax preparation process work?

Drop off your documents (no appointment needed).

  1. We complete data entry and double‑check for missing information.

  2. We call you to schedule your appointment.

  3. You review and sign your return.

  4. We file it electronically for you