Life is hectic, and we know you are pressed for time. That is why we crated our convenient drop-off service. If you don’t have time to wait in the office for a tax professional or wait while your return is prepared, we would encourage you to take advantage of our Drop-Off service.
When using our Drop-Off Service, you can minimize your time in the office by reviewing our Pre-Visit Checklist. Bring your tax documents (that’s anything that you have received in the mail that says “Important Tax Documents” on the envelope) and leave them at our front desk. A tax preparer will review your paperwork and forms and contact you when your return is ready. If we need additional information, we will explain what we need during our conversation with you. Please be sure to provide phone numbers where you can be reached to resolve any outstanding questions.
Once the return is completed you will need to come in and sign the paperwork before we can electronically file the return. With Drop-Off returns, you will not need to wait with the next preparer who will get your signatures and ensure we have all the required forms (eg, W2s, 1099s, etc.).