Secure Client Portal
Urgent COVID-19 Update
We are still preparing tax returns but are not meeting clients in person. We are operating on a virtual basis. Please call us at 828.277.4177 for details & please stay safe.
Read our update here.
Prepare
for your visit
Your Office Visit
Please call our office to schedule your appointment. It is important for you to speak with a tax professional when you drop off your information to be sure we have everything needed to prepare your returns accurately. Below are some things to keep in mind.
- Allow a few minutes for us to look over your paperwork & make copies of your ID & SSN cards, etc.
- You may complete a Client Origanizer from Forms & Worksheets before your visit.
- We will prepare your return using the information provided.
- If we need any additional information, we will contact you in order to complete the return.
- Once we complete the return, we will call and discuss the results and set up a time for you to pick up your completed return.
Prepare
for your visit
Your Office Visit
Please call our office to schedule your appointment. It is important for you to speak with a tax professional when you drop off your information to be sure we have everything needed to prepare your returns accurately. Below are some things to keep in mind.
- Allow a few minutes for us to look over your paperwork & make copies of your ID & SSN cards, etc.
- You may complete a Client Origanizer from Forms & Worksheets before your visit.
- We will prepare your return using the information provided.
- If we need any additional information, we will contact you in order to complete the return.
- Once we complete the return, we will call and discuss the results and set up a time for you to pick up your completed return.