Contact Us

If you are scheduling a virtual appointment, please download/complete and attach the questionnaire to the file upload below. By completing this form, you will have provided all necessary information required to complete your tax return. To complete this form, please adhere to the following steps:

Please click the green question mark on the right to download the questionnaire file.

1. Download the form.

2. Open the file once downloaded.

3. Click on the 'T' symbol located at the top right corner of the page to insert a text box and enter your information.

4. Save the document upon completion.

5. Upload the saved document containing your inserted information to the file up loader.

6. Finish completing the website and click 'send'.

Click the green question mark above to open the questionnaire.

How It Works

1. Schedule

Book an in-person or virtual appointment at a time that works for you.

2. Provide Your Documents

Submit the tax documents and information needed to prepare your return using our approved document-delivery process.

3. Preparation & Review

We prepare your return and carefully review the information provided.

4. Review With Us

We'll review the completed return with you and answer your questions before filing.

5. Approve & E-File

Once everything is approved and required authorizations are completed, your eligible returns can be electronically filed.