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Easy as 1, 2, 3! Choose the Option That Works Best for You
For Individuals and Businesses: Whether you’re filing personal or business taxes, we have options to meet your needs.
- Option 1: Express & Remote Services
Snap, Scan, or Email! Skip the appointment and get your taxes off your plate in minutes. This is our fastest, 100% remote service designed for people who want accuracy without the time commitment. Here’s how it works:
- Start the Request – Click the button below to instantly open an email request to our team.
- Send Your Docs – Attach your files or snap photos of your documents and hit send.
- Review & File – We prepare your draft (often the same day), you approve it digitally, and we handle the rest.
Note: Zoom meetings are unavailable with this option due to the express turnaround time.
- Option 2: Schedule an Appointment
Work with a tax professional for personalized service. Choose this option if you prefer a guided approach with more time to review.
- Book Online – Click the button below to schedule via TimeTap or call us to set a time.
- Submit Documents – You will automatically receive a secure link for document submission after booking.
- Zoom Review & Filing – Meet with your tax preparer via Zoom to review your return and finalize everything.
- Option 3: Call Our Offices
Prefer to speak with us directly? Give us a call at either of our locations to speak with a team member.
- Option 4: Secure Client Portal
- Option 5: General Inquiries
Have a general question that doesn't require a document upload yet? Fill out our standard contact form, and one of our team members will reach out to you within one business day.
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