New Service Policy

We’re introducing a new service policy this year for tax clients!

 Once you receive the bulk of your tax documents in January or February:

 Drop them at the office


 Mail or fax them to the office


Scan and upload to the office using our secure link

 Do not wait for the last of your investment statements to come in, make a note of what is outstanding and get the remainder of the information to us ASAP

Be sure that your name is on each document sent.

Once received, they will be reviewed by your tax preparer. You will then be contacted with questions and/or a request for an appointment.

Call the office with any questions you may have concerning our new policy. Thanks!