Timely Information

  • The IRS E-file system will be shutting down for annual maintenance starting in late November and will reopen in late January.
  • Our office will be prescheduling in-person tax appointments for the coming tax season during the week of Thanksgiving. Please confirm via text, check your email for details, or contact our office if you don't get any notifications and usually have an in-person appointment or your prescheduled time doesn't work. Phone and video appointments are scheduled on a first come first serve basis after all of your documentation has been submitted.
  • Electronic Service Agreements will be avaible the second week of December.
  • Web organizers will be available after the Service Agreement has been signed.
  • Paper Service Agreements and Organizers will be mailed prior to Christmas.
  • Our office will be closed between Christmas and New Year's day with a skeleton crew on December 23rd and 24th and January 2nd and 3rd. It's all hands on deck on January 6th.
Our client portal is the most secure way to share files, send messages, sign your return, pay your invoice, and more.

Document Best Practices: For your security, please DO NOT email documents or use file-sharing services like Google Docs or Dropbox.

Preferred File Types for Upload: PDF

  • PDFs may contain several documents.
  • JPG files are okay as long as they are legible and the total number of JPGs uploaded is under 25.
  • If you don't have a scanner, you can download the phone app and utilize it to create PDFs. 
  • We are unable to open or convert Apple files.

Bookkeeping:

  • If you utilize Quickbooks, please invite your accountant to your Online books or upload a backup copy of your Desktop records. Be sure to share the Admin password for your accoutant to open backup files.
  • Providing numerous receipts and/or bank statements for our office to determine expense totals is considered bookkeeping and will be billed at our hourly rate of $200 per hour.  It may also delay the preparation of your tax return. If you would like to keep your invoice charges to a minimum, we have web organizers available to input your summarized income and expense totals.
  • Spreadsheets - please utilize our self-employed and rental web organziers.