Final Return & Trust Return Checklist
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You can download and fill out our print-ready PDF version
You can download and fill out our print-ready PDF version
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Attach your documents by scanning or taking a picture
Hit the Submit button to send to us through our secure portal
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The office will be open with limited access between the hours of 9:00 am and 6:00 pm Monday through Thursday (excluding Statutory Holidays).
*** Please reserve this option for those that have no other means to access our services.
We will only allow a maximum of two clients in the office at a time and they will have to adhere to our safety protocols before entering, and while inside, the building.
We have installed benches outside the front of our building for your comfort, as there may be a wait prior to entry.
Our surveillance system will notify us of your arrival, there is no need to knock.
Please do not try to enter the building until we ask you to come in. If the door opens, it is not an invitation to enter, other clients may be exiting the building.
Once a client exits the building there will be a momentary delay as we sanitize the area before inviting you to enter the building.
Prior to entering:
You must compete and sign the Health Assessment form.
You must be wearing a mask properly.
If you do not have a mask, we have them available for $2.
If you can not wear a mask, visit our website for alternatives to accessing our services.
Upon entry:
Go directly to the sanitizing station.
Place your Health Assessment form in the bin.
Use hand sanitizer provided.
Proceed to the counter number assigned.
Here is the Health Assessment Form you can print and sign prior to coming to the office: {Link to Form}
Otherwise forms will be available at our location.
Thank you and STAY SAFE !!
You can request a phone call from one of our Tax Associates to assist you through the intake process over the phone. We may still require some documents sent to us, but we are here to assist you throughout the process. We make it our priority to return all phone calls within 24 hours during the hours of Monday through Thursday, 9:00am – 6:00pm.
We are now accepting your documents via drop off in our locked mailbox; be advised that your drop off will be placed in quarantine for 24 hours before being processed.
To speed up the processing time, we ask that you do the following: