COVID-19 Office Changes

Financial Appointments

Our staff is not meeting with anyone in person until further notice. We can schedule virtual meetings via Zoom or schedule phone appointments.

Tax Season

We are not taking any appointments for the rest of the year. You can drop off, email or mail in your tax documents to our office.

You may drop off your documents Monday - Friday 9AM - 3PM in the blue bin located right outside our door. Please wave at our staff and they will grab your documents after you leave.

Due to limited tax staffing, we cannot guarantee your taxes will be prepared in the same timely manner as during tax season.

Please download the following forms to bring with your documents:

2020 Fillable Tax Organizer

  

Tax Attestation & Authorization Form (TIPA)

The tax preparer will call you when they are working on it. Your tax return, forms to sign and your documents will be sent to you in the mail.

If you have any questions, please do not hesitate to call us at (609) 489-5200