Drop Off (Tax Return)
For simple returns, bring your tax documents into our office. We'll scan them into our client portal for you and get started on your tax return!Phone Call (Tax Return - Completed Remotely)
Schedule a phone call to discuss any questions regarding your tax return. This appointment is for anyone who has, or is planning on, sending their tax documents electronically. *Schedule through our Eagle Mountain office for more availability with Phone Call or Zoom Appointments ONLYZoom (Tax Return Completed over Zoom)
This appointment is for anyone that would like to have a face to face with a CPA without the hassle of visiting an office. We'll send you an invitation to our client portal when you schedule. Then simply upload all of your documents electronically before the appointment and we will have a lot of the information entered beforehand. This allows for a smoother client experience and places the focus on ensuring there is time to go over your tax return results and any questions before the return is filed. *Schedule through our Eagle Mountain office for more availability with Phone Call or Zoom Appointments ONLYTax Return (Prepare while you wait)
This appointment is for anyone with a simple tax return (no businesses) that prefers to sit down with a CPA and discuss the return as it is being prepared. We'll send you an invitation to our client portal. Then simply upload all of your documents electronically before the appointment and we will have a lot of the information entered beforehand. This allows for a smoother client experience and places the focus on ensuring there is time to go over your tax return results and any questions before the return is filed.