Tax filing deadline : May 17, 2021
Get your taxes prepared safely and securely.
Our priority is to keep our clients and staff safe.
We will not be meeting with clients in person, so you do not need to call to make an appointment.
Instead, we are offering two contactless drop off options.
Drop off your tax documents at your convienence!
IN PERSON DROP OFF
• preferred method •
GATHER
your documents
Get all your documents ready. Use our checklist to get started.
Download and print the INTAKE SHEET or fill one out at the office.
Drop off your documents in our secure drop box right outside our office door. No appointment necessary!
Make sure to include the INTAKE SHEET with your documents.
WAIT
to hear from us
Our office will contact you with any questions.
You will be notified when your return is ready to review.
APPROVE
your return
Review your return and sign digitally.
We will file your return as soon as you signed and paid your service fee.
DROP OFF
your documents
Drop off your documents in our secure drop box right outside our office door. No appointment necessary!
Make sure to include the INTAKE SHEET with your documents.
DIGITAL DROP OFF
GATHER
your documents
Get all your documents ready. Use our checklist to get started.
Download and complete the INTAKE SHEET.
Upload your documents using our secure link.
Make sure to include the INTAKE SHEET with your documents.
WAIT
to hear from us
Our office will contact you with any questions.
You will be notified when your return is ready to review.
APPROVE
your return
Review your return and sign digitally.
We will file your return as soon as you signed and paid your service fee.
upload
your documents
IMPORTANT LINKS and FORMS
Use this checklist to help you organize your tax documents.
Include this Intake Sheet with your tax documents. We need this information before we can complete your return.
View your completed tax return using Drake Portals (formerly Secure File Pro). You can also upload documents for your preparer and view past years returns.
Pay
your bill
Pay your service fee using a credit card or PayPal.
Schedule a time to pick up your completed tax return or source documents at our office. Please wait to do this until you have been contacted by us, so we can make sure your documents are ready.