Dear valued customers, Unfortunately, due to the recent COVID-19 outbreak we are currently not accepting any in-person appointments at this time. This means all appointments will take place electronically utilizing the Secure Client Portal for uploading & downloading important documents and communication via email or a phone call. We thank you for your patience and support. Please contact us with your email so you can receive your Secure Client Portal link. Thanks, and stay safe!

Secure Client Portal

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Electronic/Over-the-Phone Tax Filing

Schedule this appt. to file your tax return over the phone. Your tax documents will need to be received at least 1 day prior to your over the phone appt. Forms can be sent over via fax, email, snail mail, or uploaded to your secure client portal before the phone appt. Payment, signature, tax return delivery, and most communication will be done electronically, securely.

1 hour


Ashley Whipple