November 26, 2021

Welcome to Our Online Office!

Due to the COVID-19 outbreak, we would like to limit the amount of face to face appointments. 

We have many options for appointments and document delivery

Document Delivery:

- drop off to the office

- upload to the secure portal

- fax

- mail

Appointment Types:

- curbside

-virtual (zoom)

- phone

- face to face

- no appointment 


Stay safe and wash your hands.  


Click on the "Secure Portal" link to send us information

Please contact us to obtain an User ID for your own portal or click on "upload" to send the information through our general portal. 


Click here to access the NEW client information sheet!  You can use this as a guide to get a jump start on your tax return preparation.


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