Frequently asked questions

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Question:  Can you complete my taxes without an appointment?

Answer: YES!  You may drop off your info or send it to us via the client portal, email, fax or US Mail.  We will walk you through the entire process.

Question:  What do you need from me to prepare my taxes?

Answer:  Please visit our “Forms” page.  You will find a “Checklist of Items Needed” form and other helpful tools.

Question:  Can you prepare my taxes if I move or live out of state?

Answer:  Absolutely!  We have clients throughout the country.  Contact us and we will walk you through the entire process.  

Question: How can I send my documents to you if I don’t have a scanner?

Answer:  Send them to us via:

a) Fax

b) Email

c) U.S. mail

d) or - Use your phone as a scanner

Question: How do I use my phone to scan documents?

Answer:  Click this link for a"How To" video: https://youtu.be/16nwB3P78GQ

Question:  How do I file an extension?

Answer:  Either send us an email letting us know you would like to file an extension, or click the “File an Extension” button on our Forms page to do it yourself.  It’s easy!

Question:  How do I access the client portal?

Answer:  Send us an email requesting access to the portal.  New users cannot access the portal until they receive an invitation from us.

Thank you for being a client. We appreciate your business very much and will do everything we can to make the easy for you.

Sincerely,

Darrin Spencer