Individual Services Overview

We've been building professional friendships and helping individuals make smart choices about their tax and related financial planning for over 75 years. We hope to make our service convenient, efficient, and painless (mostly). We offer many options to keep you comfortable during your tax preparation process...

• Drop Off: all offices have exterior secure dropboxes to receive your information for contactless preparation 
• Mail In: you can mail your tax information directly to any of our eight offices
• Make an Appointment (in office): all eight locations have individual tax offices for privacy and confidentiality
• Make an Appointment (virtual): we are adapting to contactless methods as best as possible

Appointments are available beginning mid January. Please call us for questions on your preparation preferences.