Drop-off turnaround 2–3 weeks · Walk-in: same day
Drop-off service
Drop-off guide
Drop off your documents at our Washington Ave office — no appointment needed. Estimated turnaround is 2–4 weeks.
New clients must use Walk-In their first year. The IRS requires in-person identity verification before we can prepare a first-year return. See the Walk-In guide.
How to drop off your taxes
01
Prepare your ID
Have your identification ready for our staff if they are present, or make sure your contact info on file is current.
02
Complete the Profile Sheet
You must fill out the Profile Sheet and answer every question. Even if your information hasn't changed, the IRS requires this annually — having it upfront speeds your return significantly.
03
Organize your documents
Please remove all documents from their envelopes. Put the Profile Sheet and all tax forms into one of the manila envelopes located above the drop-off box inside our entry door.
04
Unprinted documents?
If you can't print, you must use Drop-Off (same-day requires pre-printed forms). Note on the Profile Sheet that you are uploading to the Guest Portal and indicate the page count. Upload by March 15.
05
Submit
Place your sealed envelope in the drop-off box.
06
What happens next
We process returns in the order received. One of our preparers will call you to finalize and provide payment / signature instructions.
Profile sheet — fill out before drop-off
Profile Sheet 2025 (PDF)
Drop-off: 2–3 weeks
Walk-in: same day
Drop-off service
Drop-off guide
No appointment needed. 2–4 week turnaround.
New clients must use Walk-In their first year.
01
Prepare your ID — or ensure contact info on file is current.
02
Complete the Profile Sheet (PDF) — required annually by the IRS.
03
Remove all documents from envelopes. Place forms + Profile Sheet in a manila envelope above the drop box.
04
Unprinted? Upload to the Guest Portal by March 15 and note the page count on your sheet.
05
Submit — drop the sealed envelope in the box inside our entry door.
06
A preparer will call you to finalize, sign, and arrange payment.