HAPPY TAX SEASON!!
MY 2020 TAX PLANNER IS POSTED BELOW.
OFFICE HOURS ARE BY APPOINTMENT ONLY.
DIGITAL "DROP OFFS" THROUGH CLIENT PORTAL ON WEBSITE 24/7.
IN PERSON DROP OFFS AT LARGE PARCEL LOCK BOX BY DOOR:
REGULAR LOCKBOX BY DOOR IF YOU NEED TO STOP BY OUTSIDE OFFICE HOURS.
For the Client Portal, go to Resources and then Client Portal. For new client portal access, you must Request access by clicking “Register Here”. Once I accept your Request, you will have access and may begin uploading documents by going to the File Vault and clicking the Blue Upload icon. Thanks!