frequently asked questions

As a new tax client, do I need an appointment?

No, walk-ins are welcome. Although scheduling gives us time to prepare for & expedite your visit, we don’t require an appointment for tax drop off.

For scheduling an appointment, am I scheduling time to sit down and complete my tax preparation in the office on that day?

No, we generally operate as a drop off service. Our tax office is a two person system – one collects and inputs the information and the other reviews and files. We have found that this allows for the most accurate tax preparation.

Do I need to come to the office in person or can everything be done online?

For new clients, we ask that they come in person their first year with us to verify their information and identity. Return customers are offered the convenience of completing their steps remotely.

Do you have weekend hours or availability?

We don’t have weekend hours scheduled. However, with increased demand as tax day approaches, we will open up weekend availability to our clients.