Current Tax Consulting Procedures
We take the health and safety of our clients and staff very seriously.
- We welcome face-to-face meetings; however, you have several options, including drop-off, mail-in, or electronic submission of your documents, followed by virtual or phone meetings with your preparer.
- By request, we will send you a postage-paid envelope to send in your documents.
- We can send you a secure portal link to upload your items.
- Payment can be made electronically, over the phone via credit card, or with a check by mail or drop-off.
- Everyone’s situation is unique, and we will be flexible in meeting all of our clients’ needs.
We proudly serve the Philadelphia metro area as well as cities nationwide, .