Tax Drop-Off & Pick-Up

Pick a time to bring your tax documents in — or to come collect your finished return. It's a quick handoff, not a long meeting.Drop-offs take about ten minutes. You hand over your paperwork, we go through it together to make sure nothing's missing, and you're on your way. If anything turns up later that we need, we'll call you — you won't have to make a second trip.

What to bring

Photo ID (and your spouse's, if filing jointly)
Social Security cards for everyone on the return
All W-2s and 1099s
Last year's tax return, if we didn't prepare it
Mortgage interest, property tax, and charitable giving statements
Business income and expense records, if you're self-employed
Any letters you've received from the IRS or the state

Not sure whether something counts? Bring it. It's much easier to set aside a paper we don't need than to chase one down later.

Picking up a finished return

Use this same booking link. We'll walk you through what changed from last year, answer your questions, and get your signatures — then you're done for another year.