NOTICE
For the safety of our staff and for our clients, we have suspended our practice of meeting with clients when dropping off tax data.
You may mail or drop off your information during office hours. If you would like to send your data electronically, please contact us. We would be happy to send you a Link to our tax software.
Hours
Starting January 25, 2021
Monday-Friday, 8:30am-5:30pm.
Starting February 6, 2021
Saturdays, 9:00am to noon.
New Client Form (PDF)
Engagement Letter (PDF)
Consent to Use (Word doc)
Consent to Disclose (Word doc)
Privacy Statement (Word doc)
FAQs