Individual Tax Preparation

OUR 2019 TAX PREP CALENDAR WILL OPEN ON DECEMBER 16TH

Once confirmed for a Tax Preparation appointment, new clients will receive an invite to our client portal that will be utilized throughout the tax preparation process. Client requests, files, and billing will all be accessed from the client portal.

All new clients are required to complete our Individual Organizer prior to the scheduled tax appointment. The information from the organizers allows us to complete the data entry ahead of time and utilize your appointment as an opportunity to finalize the return and cover any questions you have for our licensed tax professionals.


Tax Preparation Appointments will be canceled if organizers are not received 48 hours prior to the appointment. Those canceled appointments will receive a refund for half of the paid deposit.