for your visit

Your Office Visit

Please call our office to schedule your appointment. It is important for you to speak with a tax professional when you drop off your information to be sure we have everything needed to prepare your returns accurately. Below are some things to keep in mind. 

  • Allow a few minutes for us to look over your paperwork & make copies of your ID & SSN cards, etc.
  • You may complete a Client Origanizer from Forms & Worksheets before your visit.
  • We will prepare your return using the information provided.
  • If we need any additional information, we will contact you in order to complete the return.
  • Once we complete the return, we will call and discuss the results and set up a time for you to pick up your completed return.



Get our secure mobile app SecureFilePro® on Google Play or the Apple App Store.

Ever wish for a more secure service to quickly and securely communicate with us without an in-office visit?

SecureFilePro® is an ideal solution where we can securely share documents, allow you to review your tax returns, and E-Sign your tax returns.

  • Currently have our SecureFilePro Portal Account? Then simply get the app from Google Play or the Apple App Store and login in with your current credentials. 
  • Don't have a SecureFilePro Portal Account?  Just contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. and we'll set up an account for you! If you don't have an account set up, you can always use our Guest Exchange (for current clients only).