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Drop Off Form

Drop Off Services

With busy schedules and crowded calendars, you're looking for ways to make the most of your time. Our Drop Off service may be just what you're looking for. Simply bring your tax documents to our office; or if it's more convenient for you, use a Smart Phone, the Client Portal, or mail your documents to the office.

*If you are a new customer, we ask that you bring in a copy of last year’s taxes

Here's how:

  • Gather your tax documents such as W-2s, 1099s, Mortgage Statements, Real Estate Taxes, Donations etc. (anything that says “Important Tax Documents” on the envelope.)
  • If there is anything you have received and are not sure if we need that information, bring it or send it anyways. We will review the documents and let you know if we need it for the taxes
  • Download, print, and complete the DROP OFF FORM  and include it in with your tax documents.
  • If you are interested in our FREE direct deposit service for your refund, Please provide the Direct Deposit Information.

Simply choose one of the following:

  • Drop it off at our tax office
  • Mail it via UPS/FedEx or US Priority Mail to our office (trackable method)
  • Fax
  • Scan and upload to Client Portal
  • Take Pictures using your smart phone (See Here)

Follow-up

  • Please be sure to provide CURRENT phone numbers so we can be sure to reach you to resolve any outstanding questions
  • When your return is complete, we will contact you to review the return, set up a convenient way to sign and get your approval so it can be e-filed

We want to hear from you!

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

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