Frequently Asked Questions

Beginning in January of 2026, if your paperwork is dropped in the 24/7 drop box in front of the office, you will be notified when it is logged in the office.  Notification will be via text message, when possible, or email if text is not available.  You will not get a call to state that we received your paperwork.  Please make certain that we have your current contact information!

Yes, per government regulations, every tax file must have a completed and signed intake form included before we can begin work on your file.  If you do not include the completed intake form, your paperwork will be delayed until it is received.

No, you cannot sign for your spouse, as that is not a legal signature.  If your spouse cannot physically come to the office, we can always capture their signature securely through our portal.

When your tax paperwork is complete, we will notify you.  If we have an e-mail address, you will normally be notified using the email on record.  If we do not have an email, we will try texting.  If both methods fail, we will try giving you a call.  During the busy season, it can take up to 3-4 weeks for paperwork to be completed.

Calling or texting to ask if your paperwork is complete will only slow the process further.  We simply do not have the available manpower to search the file drawers to see how much longer it will be until yours are done.  If you have a deadline, please make a note of the on the outside of your packet at dropoff!!

If your paperwork came into our office after the cutoff, and you had to be put on extension, your bill will be higher as both of these things costs us both time and money.

These sources of income create an additional filing, as it creates a small business filing with your individual tax return.  Our current fee for a Schedule C Small Business is an additional $110 per business.

No, we can securely capture signatures through our portal, and payment can be made online.  We must have an email and cell number for each electronic signature.

Absolutely!!!  If you do not have our Verifyle link yet, just shoot us an email, and we will get that link to the portal sent right out to you!

No appointment is necessary to use the 24/7 drop box in front of the office.  It is secure, weather-proof, and emptied regularly during the day.  If you wish to hand your paperwork directly to one of us, or you need to fill out the required paperwork, then yes, you do need an appointment for that!

Yes, we prefer that you have an appointment, as our office is very busy, and our space is small.  We strive to provide each taxpayer with a secure, semi-private time slot in order to answer any questions and review their paperwork.  We are sure you appreciate that when you are in our office, also!

Traditionally, we are still working semi-regular hours for a few weeks following the April 15th deadline.  Once our office hours end for the extended season, our voicemail is turned off.  Once voicemail is turned off, please feel free to contact us using email or text, as those are forwarded to us no matter where we may be that week!

Yes!  We strive to be available to help everyone all year when we can.  Please be advised that the extension deadline is October 15th each year.  By early November, we try to have all files cleared from the office, as November is training month to prepare for the upcoming season in January.  The month of December is family month for us all, as our families truly do get ignored all year until then!