How to Interact With Us
We offer multiple ways to work together so you can choose what fits your schedule. No matter which option you pick, the quality of service is the same.
Documents First — Every Time
Regardless of which option you choose, all documents must be submitted before your appointment — either uploaded through our secure client portal or dropped off at our office. This allows our team to review everything in advance so your time with us is spent on what matters — reviewing your return and answering your questions.
Choose How You Work With Us
Four flexible options designed to fit your lifestyle. Every option delivers the same professional, thorough tax preparation.
In-Person Appointment
Face-to-face at our officeSit down with your tax preparer to go over your return in person. This is a great option if you prefer a personal touch or have a complex situation you'd like to discuss face-to-face.
How It Works
- 1 Schedule your appointment through our Get Started page
- 2 Submit your documents before your appointment — upload to the client portal or drop them off at our office
- 3 Come to our office at your scheduled time — we'll review everything together
- 4 Approve and sign — we file your return
Virtual Appointment
Live video or phone meetingMeet with your tax preparer over video or phone from the comfort of your home. You get the same one-on-one attention as an in-person visit — just without the drive.
How It Works
- 1 Schedule your virtual appointment through Get Started
- 2 Submit your documents before your appointment — upload to the client portal or drop them off at our office
- 3 Join the video or phone call at your scheduled time — we'll walk through everything together
- 4 Approve and e-sign through the portal — we file your return
In-Person Drop-Off
Drop documents at our officeShort on time? Drop your documents off at our office and we'll take it from there. No appointment needed — just stop by during business hours.
How It Works
- 1 Bring your documents to our office during business hours — no appointment needed
- 2 We'll scan and securely store everything
- 3 We prepare your return and reach out with any questions
- 4 Review and approve your return through the portal — we file it for you
Virtual Drop-Off
Upload everything onlineHandle everything from your couch. Upload your documents through our secure portal, and we'll prepare your return without you ever leaving home. Perfect for clients anywhere in the country.
How It Works
- 1 Request an organizer — we'll send you a personalized checklist of what we need
- 2 Upload all your documents to our secure client portal
- 3 We prepare your return and contact you with any questions via portal or phone
- 4 Review, approve, and e-sign — all through the portal
What to Have Ready
Have these ready to upload to the client portal or bring to our office before your appointment so we can hit the ground running.
Income Documents
- W-2s from all employers
- 1099s (freelance, interest, dividends, retirement, etc.)
- K-1s from partnerships or trusts
- Social Security statements (SSA-1099)
Other Important Items
- Last year's tax return
- Social Security numbers for all family members
- Health insurance forms (1095-A, 1095-B, or 1095-C)
- Bank account info for direct deposit
Not sure what you need?
No worries — request a personalized organizer and we'll send you a customized checklist based on your situation. Request an organizer
At a Glance
| Feature | In-Person Appointment | Virtual Appointment | In-Person Drop-Off | Virtual Drop-Off |
|---|---|---|---|---|
| Live meeting | Yes | Yes | No | No |
| Come to office | Yes | No | Yes | No |
| 100% remote | No | Yes | No | Yes |
| Appointment needed | Yes | Yes | No | No |
| Submit docs beforehand | Required | Required | Required | Required |
In-Person Appointment
- Live meeting — Yes
- Come to office — Yes
- 100% remote — No
- Appointment needed — Yes
- Submit docs beforehand — Required
Virtual Appointment
- Live meeting — Yes
- Come to office — No
- 100% remote — Yes
- Appointment needed — Yes
- Submit docs beforehand — Required
In-Person Drop-Off
- Live meeting — No
- Come to office — Yes
- 100% remote — No
- Appointment needed — No
- Submit docs beforehand — Required
Virtual Drop-Off
- Live meeting — No
- Come to office — No
- 100% remote — Yes
- Appointment needed — No
- Submit docs beforehand — Required
Ready to Get Started?
Pick the option that works for you. We'll guide you through the rest.