Tax Return Pickup


If you received a message that your tax return is completed, please see the below options and schedule.


Please email with your preferred delivery method.



Option 1: Mailing the return to you


If you wish, we can priority mail the return to you.  However, we anticipate slower mail delivery in the coming weeks.  We can use FedEx but we must pass along that FedEx cost.  


Option 2: Uploading files to a secure portal


We can use our secure portal to deliver your tax return. Current federal regulations prohibit us from delivery by email.   If you wish to use the portal delivery, please e-mail us at so that we can provide you specific information about our portal.  In fact, our portal is the sole method of electronically delivered work and many, many clients have been using it for years!


Option 3: Physical pickup at our office


For the week of 4/1/2020, we will have pick ups on the below schedule. 


We ask that when you arrive, please look to see if others are picking up.  If so, please wait outside until those individuals leave before entering.  Please give us a moment to replace the liner on our counter. 


We will present your returns and signature forms, while maintaining the 6 foot distance.  


For this week, the pick up period is:


Thursday April 2 from 12 PM to 3 PM or 4 PM to 6 PM


Friday April 3 from 10 AM to 2 PM


Saturday April 5 from 11 AM to 3 PM



We appreciate everyone's cooperation during this crisis.  The support staff is working remotely and Kathryn is in the office doing her very best to keep up, without support.  Things are tough everywhere.  People are losing their jobs, Businesses are closing, never to reopen.  Things are being proposed by "officials".   All these balls in the air and as soon as any official is announced, we will alert you. 


Thank you for your continued support of our vision here. 


Warmest Regards,