2021 Tax Return Preparation

Our office will be open for drop offs and appointments this year. We ask that you follow generally accepted guidelines around COVID prevention (please don't come if you're sick, wear a mask if you have been exposed or are unvaccinated, etc.). We are eager to see all of you again and will take the precautions necessary to keep you and our staff healthy. 

If you don't need a meeting with your tax preparer, you can drop off your documents Monday - Friday 8:30am - 5:30pm.  We will briefly review a few things with you and then you can be on your way. We will contact you with questions or when your return is complete.

Schedule your appointment online! Current clients can schedule a tax preparation appointment with Andy or Dan and schedule a tax pick up appointment using the button below. 

We will continue to offer paperless document delivery options. If you'd like to avoid the trip and upload your tax documents to our office, you are welcome to do so using the button below. We will be using Secure File Pro again this year to deliver digital copies of your tax return. 

Helpful Resources

 

A checklist to help you organize your taxes.

2021 Eastown Financial In-Take Sheet - fill this out if you'd like to save some time when you drop off your forms. 

Current clients can schedule a tax return preparation appointment Monday, Wednesday, and Friday 9am-5pm.  

Upload tax documents or log into your account to view your tax return documents.