It’s that time of year when we send out the organizers to help you gather up your documents and paperwork so that you can hand those off to us and we can prepare your 2014 taxes. The organizers go out in the mail early next week. You can use these as much or as little as you want to help prepare your documentation. Once you are ready you have one of three ways to get that information to us.
- You can drop off the documents and planner to our office anytime between 9am and 4pm, Monday through Friday.
- You can use our secure portal to upload the documents onto our server.
- Or you can mail your documents to us.
Whichever method you choose, just remember that we relocated our offices last May. We are now located in the brick four story building next to McDonalds on Carmel Drive.
As always, we’re also happy to meet with you in person to go over any tax questions or concerns you might have.