It’s almost the end of 2021 and while you are probably savoring these final days in anticipation of the New Year, our office has been working to help the transition to the new tax season go as smoothly as possible.

Some changes we are instituting include:

  • A digital Tax Organizer that can be filled out and emailed to us without the need to print and scan
  • A new, streamlined process designed to help tax preparation go more smoothly
  • Dedicated pickup appointments
  • Digital document delivery and signing
  • Update Mailing List

Our paper tax organizers will be sent out by the beginning of next week. We are in the process of building a mailing list and will post an update when we go live.

Stay tuned and have a Happy New Year!


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