Tax Return Preparation Process and Timeline

Tax Return Information can be submitted to us in various ways. It can be dropped off at our office in-person with our receptionist, dropped off 24/7 using the secure drop box we have located just outside our office front door, mailed to us using our office address, or uploaded using our secure portal hosted by SmartVault.

Tax returns where complete information is received in February are usually completed in 5 to 7 business days. Tax returns received from March 1 to March 15 are usually completed by April 15. Tax returns received after March 15 are normally extended and completed as our schedule allows.

If during the preparation and review process a team member has a question or believes some information may be incomplete, they will reach out to you. Once your returns have been reviewed and completed, we can mail you hard copies, have hard copies ready for you to pick up, or provide you with a PDF of your completed returns. A member of our team will call you to go over the tax return with you and to see if you have any questions.

Individual tax preparation services start at $750.00.