Stay updated on all areas of tax filings and business processes affected by COVID-19

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Per CDC guidelines, wearing masks indoors is recommended. Masks are provided upon request.

We prefer that drop off and pick-ups still be by appointment only to limit the number of clients in the office at one time as well as give us time to prepare for your arrival. Please call 919-556-9500 to let us know when you would like to stop by.

When you are ready for us to begin preparing your tax return, we have the following options for getting us the necessary information:

  • Schedule an appointment to drop off your information by calling us at 919-556-9500

  • Slide it under the elevator door in an envelope with your name and phone number on it (please call and let us know you have done this so we retrieve it in a timely fashion)

  • Mail it in (please make sure to contact us and let us know you have mailed your information to us):
    12324 Hampton Way Dr. Suite 201
    Wake Forest, NC 27587

  • Upload it to your secure online portal (please make sure to contact us once you are finished uploading your items)

  • Email to request a secure direct link to upload your documents

If you do not have a portal or would like a secured link to email in your documents, please call us and we can set that up for you.