Our doors are locked, but we are working and available by email, phone, and/or scheduled appointment.
If you need to hand deliver documents, you can drop them in the mail slot in our door. If you have a scheduled appointment, or if you are dropping of items that are too large for the mail slot, you can ring the doorbell or call our main line at 336-226-7343.
All clients are encouraged to use our Secure Firm Portal to send us files and exchange documents online. Portal accounts can be accessed (and requested) by clicking on Portal Login on our main page. If you only want to send documents to your preparer without creating a portal account, you can use Secure Send which is available under Online Services.
Outside of regular business hours, please contact the team member you are meeting directly (via email or their direct dial phone number listed on our web page under About - Team Members) or call our main line at (336) 226-7343 to access our company directory.
Thank you for being a valued client and for your continued trust as we manage through this time together!