Please read our updates ahead of your "appointment"

Our in-person appointments are limited, we only have 8 in-person appointments a day, so it will be faster for us to serve you if you choose to "Drop-Off Without Appointment." If you choose this, EVERYTHING WILL BE VIA PHONE, VIDEO CALL OR EMAIL, and when your return is ready, you can stop by the office to pick up and sign.

***IMPORTANT***

• If you schedule an appointment for personal taxes, but you have to file taxes for a business, we will unfortunately not be able to assist you at the time of your appointment.
• We are not accepting new clients for business tax services.
• Please include your full name, phone number, and email when you send us documents.

Options for completing personal​ taxes

Option 1: Drop off without appointment (recommended)

• You can stop by the office and leave all of your documentation at any time or send us your documents (scanned or clear photo) through our secure portal. We will confirm either by text or email upon receipt of the documents. Your preparer will contact you with any questions about the preparation of your taxes.
• Waiting time for the preparation of your taxes: Approximately 1-2 days for personal taxes, depending on the order in which we receive the documents.

Option 2: In-Person Appointment

• You can go to our office and hand in the documents at the reception. You can wait in the waiting room or in your car until the preparer notifies you to clarify questions and finish the taxes. If you want, you can send your documents before the appointment through our secure portal.
• Waiting time for the preparation of your taxes: Approximately 30 minutes to 1 hour

"Appointments" for business taxes - returning clients only

*We are not accepting new clients for business taxes. This option is only for customers with businesses that have already filed taxes with us in previous years.*
Like previous years, we do not have appointments for business taxes, everything is through option #1 “Drop-off Without Appointment”. It is necessary to have the Profit and Loss Report. If you do not have the Profit & Loss report, we will not be able to do the accounting for you (unless you are already an accounting client). Please contact us if you require a recommendation of who can do the accounting/bookkeeping for you.

COVID-19 Precautions

We kindly ask that you:

• Maintain social distancing where and when possible.
• If you feel unwell, reschedule your appointment for another time.
• Masks are recommended but optional.

Thanks for your cooperation.

To return to our booking page and schedule an appointment, click here.