As long as we are in the office, you can stop by to drop off your paperwork any time during normal business hours. No appointment needed.
We will finalize your taxes on a video call or telephone call 3 - 4 business days later.
Text HERE when you arrive to give us time to sanitize the drop-off station and we will let you know when it’s safe to come in.
- Please sanitize your hands and wear a mask
- Only 1 person allowed at a time
- If possible, place all your documents in one big envelope or rubber band them together
- If you are dropping off papers for more than one person, please separate them so they don’t get mixed up (especially for family members with similar names, Jr and Sr, etc)
Please make sure you have ALL your tax documents to avoid delays.
~ Did you have unemployment in 2021? We will need the 1099-G
~ Did you receive the Advance Child Tax Credit? You must wait unitl you receive Letter 6419 from the IRS before we can file your return.
~ Do you own a home? You must bring your Mortgage Interest Statement - Form 1098 with you to your appointment.
~ By the way, did you receive the 3rd stimulus payment? Please let us know the EXACT amount you received. The IRS is mailing out Letter 6475 with this information.
~ Are you missing part of your stimulus payment? Don't worry. You will receive it when we file your 2021 return.
Not sure what you need? Click here for the Most Common Tax Documents checklist
Serving you efficiently while keeping you safe is our number one priority.
We look forward to being of service to you for the upcoming season and for many, many years to come!