Clients who submit information after the following dates will NOT be completed timely:
- 02/28 (S-Corps/Partnerships)
- 03/31 (Individuals/C-Corps)
*Clients on Extension*
- 08/15 (S-Corps/Partnerships)
- 09/15 (Individuals/C-Corps)
*Rushed completion will be subject to increased tax prep fee
IN PERSON APPOINTMENTS
Limited In-Person Appointments this year!
Please call ASAP to schedule if you want an appointment. Once appointments times are taken, only drop offs will be accepted.
-Mandatory for tax year 2023-
ALL EXTENSIONS MUST BE PROMPTED BY A WRITTEN REQUEST OR EMAIL FROM THE CLIENT
We can accept tax information via:
- Drop off to office receptionist
- Drop off to locked mailbox outside office
- Portal Import (secure)
2023 TAX UPDATES
- Inflation Reduction Act
- The Chips & Science Act
- Portal Login at top right of page
- Login or Upload as a Guest
Link to reset credentials on the Login page
Organizer sheets for businesses and rentals available in the portal.
Please call the front desk to request one be emailed if you cannot access your portal account.