If you already have an appointment and need to complete our Tax Excel Workbook to prepare for your appointment, please:


If you would like to Email/SnailMail/SmartVault us your information to complete your tax return via Email/SnailMail/SmartVault, please:


If you would like to request us to file an extension on your behalf so that you can complete your tax return after the original tax filing deadline:


Note: we offer a $25 discount off your fee for returning clients if you let us file your extension and complete the return after May 1, 2019!


NOTE: We strive to have all returns completed approximately 2 weeks after your appointment.  Please understand that if you are missing information at the time of your appointment with Don that it may require additional time to process your return.  In this circumstance, Don must fit additional time into his booked schedule to create another estimate of your return that was already done during your appointment to compare against the final approved return.  The more missing information at your appointment, the longer is the possibility of delay of pickup to create such an estimate.  We ask that you be patient with the completion of your return in these instances that are beyond our control.



Original Filing Deadlines:

Corporations and S-Corporations - 3-16-20

Personal Returns - 4-15-20

Partnership Returns - 3-16-20

Non-Profit 990s - 5-15-20





Instructions to Get Started