PLEASE READ BEFORE SUBMITTING

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Upon submitting the Income Tax Processing Request form, you will be contacted within 1 business day of your request. 

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You will have to have access to an email account for access to our secure upload portal to submit all of your income tax documentation, proof of identification, dependent identification (if applicable), and other supporting documentation. 

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If you have a business, you will need to schedule a time to drop off your business tax documents if more than 10 pages of documents. You must submit your business tax docs (1099 forms) and financial reports. 

If you need clean-up services, then you will need to schedule a meeting with our office to receive a quote.

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Once your documents have been submitted and completed, then you will be contacted to set an Income Tax Consult & Submission Appointment with our office.

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Normal turnaround time:

• Individual Taxes - 1-3 business days 

• Business Taxes - Varies

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