E-Drop Off Service is a convenient way to help you file your taxes and save time. There is no additional cost for this service. When using our E-Drop Off Service, you can minimize your drive time by following these steps:
Download and completely fill out our Client Data form. Below you will find our secure portal, click on "LOGIN", in our secure portal select "upload files" and upload your completed form. You can also upload your tax documents such as W-2s, 1098s, 1099s, medical expenses, mortgage statements, etc. using our secure client portal.
Your Tax Consultant will contact you to follow up and prepare your return using the information provided on the client information form and uploaded tax documents. If any additional information is required, the preparer will contact you in order to complete the return. When your return is complete, we will contact you and make an appointment at our office to review and sign your return.