Document Upload & Tax Questions

Already working with us this year, or following up on a return, notice, or payroll item? The fastest way to reach us is through the secure client portal.

  • Upload W-2s, 1099s, ID, IRS/state letters
  • Send bookkeeping statements
  • Ask status questions

Open the secure client portal →

Please do not email documents that include SSNs or other sensitive information.

Schedule Appointment

Need to review returns, discuss notices, or identify next steps? Choose an appointment slot that works for you. Virtual availability is offered for most services.

  • Quarterly review check-ins
  • Payroll / compliance questions
  • Business setup guidance

Schedule an appointment →

General Questions

For non-confidential questions (billing, hours, logistics), you can reach us at:

Please don’t email IDs, tax forms, or payroll data. Use the secure portal for anything sensitive.

Response Times & Availability

Availability and response times vary based on the season. During tax season (January 15 – April 15), hours are extended Tuesday through Saturday. Outside of tax season, hours are limited and may focus on scheduled sessions.

If you have an urgent tax notice or deadline, upload it to the secure client portal and note the due date so we can triage correctly.