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Our Drop-Off System

Don’t feel like waiting? Pre-existing clients in our system, who filed with us last year, can drop-off their information for our tax preparers to handle asynchronously. To request a drop-off tax preparation, you MUST fill out the drop-off form below and then submit it along with your tax documents by (1) Dropping off the form and documents in person; (2) Uploading the form and documents on our website portal; or (3) Mailing the form and documents to our office. The drop-off deadline for tax year 2024 will be March, 29, 2025.

 


Processing time depends on volume and case-by-case complexity. We will call or email when your return is ready for pick-up.

Download the drop-off form here:

Upload your documents here:

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Steps to Complete Drop-Off

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Gather Your Documents

This may include income statements, deductions, etc... Please double check using the drop-off form for a full list.

Download Drop-Off Form

Click here to download:

Fill out the Drop-Off Form

Make sure to follow the instructions on the drop-off form and SIGN IT. Without it, our tax preparers will not be authorized to process your return.

Submit your Documents

Submit your drop-off form and documents via:
(1) In-Person
(2) Our Upload Portal
(3) Mail

You're Done!

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