(E)Mail-In Service

Tax Organizer fill-in

We have a handy dandy (E)Mail-in Service that will save you time and stress.

We can help!  Just take the following steps to have a stress-free, non-time consuming tax prep year AND get the lowest tax bill legally possible.

Step 1:  Give us a call.  We can email you a couple documents.  If you are a new client we may be able to give you a quote.

Step 2: Select Tax Organizer fill-in.  This is a not a “must do” for you to fill out but it does help with the process if you do and it is a great memory jogger to give you ideas of what items you need to provide.  Either use the Fill-in option and attach it to an email it or print, fill in by hand, and scan, fax, or mail it in to us.

Tip for the technologically challenged: fill-in the organizer, save it to your computer and then attach it to an email.

Step 2: Scan, fax, mail, or email your prior year tax return (federal, state, and city) to us.

Step 3: Scan, fax, mail or email your tax documents, business records, rental records, etc. once you have them ready.

Step 4:  We will email you the return for your review.  You can then print out the e-file authorization form and get it back to us.

Step 5: You can come in to pick up a copy of the return or we can mail or email it to you.