DISCLAIMER


Given the current COVID-19 virus outbreak, and to take all necessary precautions to keep you safe, we had to change our tax preparation process to allow us to operate by drop-off, and “virtual” tax preparation.

As a valued client, you get a secure, password-protected portal to send and access your important tax documents from anywhere at any time. This portal allows us to work together efficiently by securely exchanging working documents (W-2,1099), scanned receipts, and very large QuickBooks files.

For clients who can’t or don’t want to use the Portal, can bring their tax documents to drop off at our office, and we’ll reach out when your taxes ready for your review.