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2023 Tax Return Preparation

Our office will be open for drop offs and appointments for current clients. 

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 (starting February 1, 2024) 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. 

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