We can honor your appointment time by having you arrive at our location and passing your tax documents through the mail slot. I will prepare your return while you wait in the comfort of your car. I will call your cell phone with any questions, or for clarification.
Upon completion I'll bring your finished return to the mail slot for your review and signature.
If you would prefer not to wait in your car you can drop off your documents anytime using the mail slot. We will prepare your return and call when it is finished. Please see other options for your ease of preparation.
If you are an existing client simply call our office and request a secure online link. We will email a link for uploading of your tax documents. We will prepare your returns and send them via a secure site for your review and signature.
If you are a new client, call our office with your name, address, social security number (and the SSN of your spouse if you are filing a joint return), date of birth, and email address. We will send you a link for uploading of your tax documents. We will prepare your returns and send them back via a secure site for your review and signature.
You can mail or drop off your tax documents to our office located at 7620 Dixie Highway, Lower Level, Florence, KY 41042. Once received we will prepare your return and FedEx the return to you for review and signature.
Once we receive the signature page back we will file your return.
The federal deadline for filing and paying balances due is now July 15, 2020. If that is not enough time, we are happy to file an automatic 6-month extension to file your return. Please call our office to request this. If you are not a current client we will need your name, address, social security number (and the SSN of your spouse if you are filing a joint return), date of birth, and email address (if you have one).