Attention Clients:
With the tax deadline quickly approaching, we will be filing an extension for all clients who upload or drop off moving forward. Once we receive your documents, or hear from you with a request to file an extension, we will file the extension on your behalf. We will continue to work on tax returns in the order we receive them and will reach out with any questions we have as we go.
When you have uploaded all of your tax documents, please send a message in the portal to confirm that your portal contains ALL the documents needed to prepare your return. We will not prepare any returns without this confirmation. All tax returns are prepared in the order we receive them. Please note, you can view all documents you have uploaded in your portal at any time.