Question 1

Can I sit down with you in person this year?

Accepted Answer

The short answer is YES!

Our goal for this year is to continue to increase efficiency and reduce our turnaround time. The most efficient means of gathering information from you is through a face-to-face meeting with you and all your tax documents.

For more details, read this article.

Question 2

Can I make an appointment to meet with you?

Accepted Answer

During the tax filing season we operate on a walk-in basis, however, in the off season we work remotely and meet clients by appointment only.

Question 3

Do I have to come to the office in person to have my taxes prepared?

Accepted Answer

We will continue to accept documents in our dropbox on the front porch or by mail. It is important to note, however, that remote returns will have a longer turnaround time.

For more details, read this article.

Question 4

Do you have any remote / digital options?

Accepted Answer

All existing clients have an online portal set up. If you need access to your portal, please complete the request form on the Resources page, and we will send you an email invitation. If you have already been activated but don’t remember your password, that can all be done in SmartVault.

Important: After you have uploaded tax documents, please let us know. We do not monitor our upload feed, so you must notify us.

If you live locally and are available to come in, this will continue be the most efficient method for getting your taxes prepared. Remote tax returns will have a longer turnaround time and may need an extension.

For more details, read this article.

FAQ

Can I sit down with you in person this year?

Can I make an appointment to meet with you?

Do I have to come to the office in person to have my taxes prepared?

Do you have any remote / digital options?