Office Service

Walk In/Drop Off

*note: Arrangements can be made in advance for you to drop off your taxes at the beginning of a pairing/trip and have your taxes prepared by the end of said pairing/trip. More time may be necessary for more complicated tax filings.

For clients who live in the Houston area, office visits for consultation and drop off are available.

In office face to face appointment with preparer. (If in Houston, this is the fastest way to get your taxes done.)

  1. Gather your tax documents (W2’s, 1099’s, 1098’s, etc.)

  2. Print either the Tax Organizer long form or the General Information short form from the Printable forms link of this website and complete. DO NOT print both (see recommendations for which form to use below). In most cases it will be the Tax Organizer.

Please have these items ready when you come in for your appointment.

If you are a prior year client, we ask that you please still complete a Tax Organizer or General Information Form so that our client information is current and accurate. This organizer is also our primary means of maximizing expense deductions and tax credits.