tax preparation

Updated Tax Preparation Process

Updated Tax Preparation Process

We have implemented our temporary office processes and procedures to comply with public health directives and social distancing requirements. Although we believe you will be better served sending us your annual tax documents electronically, we want you to know that you may still drop-off your tax documents and pick-up your final returns and original documents when necessary. Following is how the process will work to keep you safe, keep your tax-time process as convenient as possible and to ease your concerns about tax filings.