The IRS has announced that filing season opening day for individuals is February 12, 2021.  We are preparing to serve you in the way that best meets your needs.  We offer contactless exchange of information using Zoom meetings, secure web portals, secure email file requests, and our physical drop box outside the office. 

We offer in-person meetings in our conference room with coffee or tea service.  When making an appointment, please specify if you'd like for us to wear a mask during your visit and we'll be happy to.  You may drop off your documents in the office Monday - Thursday 9 am - 5 pm without appointment.  

So many changes have taken place this year, and we want to leave no stone unturned as we prepare your tax return.  Many of you have requested a tax organizer to take you through the document gathering process. You may skip the questionnaire section by completing this electronic version or continue with your paper or web version.  

We designed this questionnaire to help you quickly and easily provide us with answers to key questions that we will require prior to completing your return.  Please complete it at your convenience, to reserve your place in line for tax preparation this season.  If you have any difficulty, reach out and we can provide a paper or pdf version of this questionnaire.  Please note, if you are married, only one of you should complete the answers. 

Click the "continue" link below to launch the questions. At the end will be a link that you may use to securely upload documents to us now or later.  You can also use your secure web portal to provide documents.  There is a link to sign our required engagement letter and consent forms too.  Please don't skip that step.  We will gladly provide pdfs of those documents for those who are working with paper.