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We kindly ask that you gather all of your documents and send them at once. Uploading documents separately at different times is difficult to track.

You do not need to schedule an appointment in advance. Simply submit your documents and your preparer will reach out to you at the right time. If you have concerns or questions, add them to a one page with your documents and your preparer will address when it is time to review your return.

We handle documents in the order they are received. In general, it takes about 10 days from the time we start return until it is ready for review. Scheduling an appointment earlier will not move your documents up the list.

We appreciate your business and your understanding as we migrate to a fully remote tax operation.

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