Thank you for a great tax season!!

Anyone that requires a face to face office tax appointment will book appointments online in the portal this year.  Don't worry, we will help you make the appointment, just call us... You should arrive 15 minutes early to complete your checkin, update, and pdf document scanning.  Sorry, as much as I enjoy visiting with you,  I will no longer be scanning your documents or updating your information at my desk while we talk.  Our office has moved to a paperless, self-service portal for security and data protection.  It has been 5 years since we began the transition in 2020 with COVID to be both paper and using the paperless portal system.  Starting January 1, 2025, we became completely paperless for income tax preparation and you will be required to use the client portal for submission and retreival of your tax documents.  With the required law changes to our office your effort to make changes with us and learn the electronic portal system makes you so very special to us as friends and clients. 

We are looking forward to new adventures in 2025.  Thank you again and may God bless your family and your business!!