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2024 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.

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Schedule your appointment online! Current clients can schedule a tax preparation appointment with Andy or Dan (starting February 3, 2025) using the links below.

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

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