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Hand Delivered Drop-Off

Drop-offs are definitely welcome.  If you are going to drop off your information, please do so as early as possible. It's very important that you make sure your file(s) is labeled and includes the below information:


  • Name

  • Contact Information - Phone and email

  • Social Security Numbers in full (new clients)

  • Date of birth for everyone included in the tax return (new clients)

  • Dependents being claimed (if any)

  • Changes from last year (if any)

  • Bank information for direct deposit or direct debit (new clients or new bank account information)

  • Copy of last year's tax return (new clients)

  • Special requests (if any)

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