Frequently Asked Questions

What is the best way to get in touch? Fill out this form and we will be in touch within a few business days to get things started.

When can I bring my documents to you? As soon as you have everything you need.

How can I get everything to you? In-person dropoff, mail or client portal.

Can you do my taxes if I am out of state? Yes, each client can be set up with a client portal to securely exchange tax documents, completed tax returns and electronic signatures.