Drop-Off Service

Life is hectic, and we know you are pressed for time.  That is why we created our convenient drop-off service.  If you don’t have time to wait in the office for a preparer, or wait while the 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.
• Completing our Client Information Sheet.
• You may also need to complete additional forms found here (Each form could get you a bigger refund!).
• Come by our office, bring your completed forms and your tax documents (that’s anything you’ve received in the mail that says “Important Tax Documents” on the envelope) and leave them at our front desk.   Some of our offices even have mail slots in their doors for after-hours drop off, if you’ve put everything into an envelope.

Of course, you are welcome to simply walk in one of our locations and use our Drop-Off Service too. We’d be happy to help you with the items listed above.

We guarantee that a preparer will review your paperwork and forms and contact you  within 24 hours.  If we have received all necessary paperwork, a basic return is completed by that time.  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 when you return.  Just let the receptionist know you are ready to sign your Drop-Off return.  She will put you at the front of the line to meet with the next preparer, who will get your signatures and insure we have all the required forms (e.g. W2s, 1099s, etc.).