client portals

We now offer Client Portals through TaxDome! If we have your email on file, you will automatically receive an invite.  If you don’t receive an invite by December 1, 2023 please give us a call to update your contact information so you can get an invite. Once your portal is set up, you will be able to send and receive all documents securely, including organizers and copies of your returns.

Note that our new policy is that all document sharing is done through the portal. To ensure your personal information is secure, we will not email you organizers or copies of your returns.

For an invite to your Client Portal, please email us. Set up your portal as soon as you get an invite!

2024 Pricing

While we love surprises, but surprises are not appreciated during tax preparation! We believe in transparency so below is a link to our 2024 tax preparation fees. If you would like additional information, please call our office.

Tax appointments

This year we have an online appointment scheduler for your convenience. Appointments can be scheduled up to March 30th. After March 30th, tax documents can be submitted by drop off or online only.

Note that no tax interviews or appointments, can be scheduled after March 31st, due to the time needed to process all returns electronically. Any returns requested after April 1st may require an extension. If you do need an extension, please contact our office (extensions are not automatic).

refunds

When your return is filed electronically, you have the option of having your refund mailed to you or deposited directly into your bank account. It's faster and safer to use direct deposit (and you can get refunds in as few as 10 days).