In order to protect our clients and team members during the COVID-19 pandemic our office is closed. We are still working and available by email and phone. If you need to hand deliver documents we have a mail slot in our front door to securely deposit documents at any time.
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.
If you need to pick up documents, please contact your preparer directly. You can access their email address or direct dial phone number on our team member web page.
Thank you for being a valued client and for your continued trust as we manage through this time together!