Tax preparation with no appointment necessary
No appointment necessary tax preparation is as easy as this:
Upload your documents along with the completed the in-take form, or drop them off to our office.
* Note: If you do not yet have a portal, please select the guest exchange section on the right of the upload page.
After receiving your documents, We will call you to collect a $50 non-refundable deposit. Then, we will begin your tax preparation, calling or e-mailing you with any questions.
Once your tax preparation is completed, you will get an e-mail and telephone call from our office advising you of the results.
You then pay the balance of the fee for tax preparation and e-sign the authorization form.
We will e-file your tax return and a copy of your completed return(3) will be uploaded to your secure client portal. If requested, we will mail you a courtesy copy of your tax return at no charge.
- We will still communicate with you throughout the tax preparation process by phone or e-mail to ask and answer tax questions.
- This is an average, and not a time guarantee. Factors such as client cooperation and office backlog affect actual completion time.
- If you do not qualify to e-file your tax return, we will mail a “tax filing copy” for you to sign and mail to the appropriate taxing authorities.