No time to wait? Use our convenient drop-off service to have your taxes prepared while you go about your day. We’ll have your tax return ready for review/signing in a few days.
- Complete Our Digital Intake. We’ll match you with one of our tax advisors and set up your secure workspace where you can communicate with your tax pro, upload your tax documents, and review your completed tax return.
- Visit a Drop Off Center. Leave your tax documents at one of our office locations Monday-Friday, 9am-5pm.
- We Prepare Your Return. We’ll match you with one of our tax advisors and set up your secure workspace where you can communicate with our team and review your completed tax return. You also have the option of scheduling a time to review your tax return with your tax advisor online in real-time.
- Finalize Your Tax Return. Once you approve your return, you can eSign your documents remotely and we will transmit them to the IRS and state (if applicable). We will notify you when they are accepted.
Q. What is drop-off tax preparation?
A. Drop-off tax preparation allows you to leave your tax documents with our office without having to wait while they are completed. You drop off your documents at the office, and we will contact you once your taxes are ready for online review and signing.
Q. How do I prepare my documents for drop-off?
A. Gather all relevant tax documents such as W-2s, 1099s, receipts, and any other income or deduction records. Organize them neatly in a folder or envelope, and ensure all documents are labeled clearly with your name and contact information. We will also require you to complete a digital questionnaire in our secure portal.
Q. What information do I need to provide along with my documents?
A. Alongside your tax documents, provide essential personal information such as your full name, address, Social Security number(s), and any banking details for direct deposit of refunds. If you have specific instructions or questions, include them in writing with your documents.
Q. How soon will my taxes be ready for review after drop-off?
A. The processing time can vary depending on the complexity of your tax situation and our current workload. Typically, you can expect to receive a call within 2-3 days to a week after dropping off your documents, notifying you that your tax return is ready for virtual review and signing. You can also schedule a time to review your return with your preparer online.
Q. What if I have questions or need to provide additional information during the process?
A. If you have questions or need to provide more information after dropping off your documents, you can communicate with your assigned preparer via our secure portal. They may also reach out to you if they require clarification or additional documentation to complete your tax return accurately.
A. Drop-off tax preparation allows you to leave your tax documents with our office without having to wait while they are completed. You drop off your documents at the office, and we will contact you once your taxes are ready for online review and signing.
Q. How do I prepare my documents for drop-off?
A. Gather all relevant tax documents such as W-2s, 1099s, receipts, and any other income or deduction records. Organize them neatly in a folder or envelope, and ensure all documents are labeled clearly with your name and contact information. We will also require you to complete a digital questionnaire in our secure portal.
Q. What information do I need to provide along with my documents?
A. Alongside your tax documents, provide essential personal information such as your full name, address, Social Security number(s), and any banking details for direct deposit of refunds. If you have specific instructions or questions, include them in writing with your documents.
Q. How soon will my taxes be ready for review after drop-off?
A. The processing time can vary depending on the complexity of your tax situation and our current workload. Typically, you can expect to receive a call within 2-3 days to a week after dropping off your documents, notifying you that your tax return is ready for virtual review and signing. You can also schedule a time to review your return with your preparer online.
Q. What if I have questions or need to provide additional information during the process?
A. If you have questions or need to provide more information after dropping off your documents, you can communicate with your assigned preparer via our secure portal. They may also reach out to you if they require clarification or additional documentation to complete your tax return accurately.
TAX PREPARATION WORKSHEETS
Self-Employed Worksheet ▸
Home Office Deduction Worksheet ▸
Rental Property Worksheet ▸
Truck Driver Worksheet ▸
Charitable Contribution Worksheet ▸