Information for New Clients
Thank you for your interest in our services.
An appointment is not actually necessary. When you arrive with your tax documents (and perhaps last year's tax return for reference) we will get vital statistics from you and ask that each person for whom we are preparing a tax return sign an authorization form.
You leave your paperwork with us and we will contact you when the tax returns are complete. Each taxpayer must sign their own tax return form for e-filing. Once signatures have been obtained, and payment received, we will e-file the returns.
There are three of us in the office most of the time so someone will be available to assist you whenever you choose to come in.
Our regular hours during tax season are M-F 8:30 to 5:00 and Sat from 9:30 to 2:00.
Hope to see you soon.