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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.

    Start Express Service via Email
  • 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.
    Schedule an Appointment Now
  • 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

    Security is our priority. Use our encrypted portal to manage your files.

    • Returning Clients: Log in to your existing account to view past returns or upload new files.
    • New Clients: If you have been instructed to send files, use this link to request a secure, encrypted environment.
    Access 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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