Schedule Your Tax Document Drop-Off
Need a convenient way to submit your tax documents? Use the calendar below to schedule a drop-off time that fits your schedule. Whether you’re an existing client or dropping off for the first time, this ensures your documents are received securely and processed promptly.
How It Works
1. Choose a Drop-Off Day & Time
Select a day and time from the calendar that works best for you.
2. Prepare Your Documents
Please bring your photo ID, social security card, (photo copies of the front and back of each) and all necessary tax documents (W-2s, 1099s, prior-year returns, etc.).
3. Drop Off and Go
After review, we’ll contact you with next steps or any questions.
What to Expect After Drop-Off
Once your documents are received, your return will be prepared in the order received. You’ll receive an email notification when your return is ready for review and electronic signature. Payments can be made securely online or in person at pickup.
Prefer to Upload Instead?
You can also securely upload your tax documents through our Client Portal — perfect for those who prefer a completely virtual experience.
We value your time and privacy. Scheduling your drop-off helps us serve you efficiently while ensuring every return receives the careful attention it deserves.