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Ready to file? Here is what to do next.

Tax documents
Click the link for a general list of items you may need in order to file.
Every situation is different, but this list can provide a starting place for gathering your tax documents.

Upload your Documents
Use our secure portal below, to send us your tax documents. This will save time and ensure we have a file opened for you, prior to our meeting.
Note: If you would prefer to drop your documents off in person, please feel free to do so!

Schedule an Appointment
Once you have uploaded your documents, it’s time for a one-on-one meeting.
Click below to schedule an initial tax-preparation appointment with one of our Tax Pros!
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