E-mail Secure Files

If you are unable to make an appointment:

For security reasons, we ask you do not directly e-mail tax documents to the office. Please send them through our encryption service or fax them to the office.

***Please understand we accommodate clients who make appointments so they may discuss their tax situation with Joseph or Richard. Unless your tax return warrants discussion from a tax preparer, you will only receive a call from one of our staff members to verify information and collect any information that is necessary to finish your return. Joseph and Richard are the only two tax preparers and will complete your tax return. Our receptionist will then call you upon completion. You may pay over the phone and we can email your documents, or you may come to pick up your copies.