FAQ

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.

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.

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.

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.

For more details, read this article.