Drop-off turnaround 2–3 weeks · Walk-in: same day
Walk-in service
Walk-in guide
Same-day preparation while you wait. All documents must be printed in advance.
Before you arrive
Pre-arrival prep
Have all documents organized and Schedule C / E totals calculated before arriving — additional fees apply for unorganized records.
New clients
Bring your referral card
A physical referral card is required for your appointment to be accepted. Referral cards must be used before March 15.
Waitlist · Coming soon
Today, visit our office to add your name to the daily waitlist — first-come, first-served. A live online waitlist is coming soon.
Same-day service, step by step
01
Complete the Profile Sheet
Fill out the Profile Sheet in full. Annual IRS requirement — having it ready up front speeds your return.
02
Check in at the lobby kiosk
Use the kiosk in our lobby to put yourself on the day's waitlist.
03
Watch for the text system
You'll receive two texts: an immediate confirmation you're on the list, and an on-deck text when it's time to return to the office.
04
Capacity limits
If we hit the day's capacity we'll tell you immediately. You can leave your documents for Drop-Off preparation (until March 15) or come back another day.
Drop-off: 2–3 weeks
Walk-in: same day
Walk-in service
Walk-in guide
Same-day prep while you wait. Pre-printed docs only.
Pre-arrival
Documents organized, totals calculated.
New clients
Bring your physical referral card — valid through March 15.
01
Fill out the Profile Sheet completely (annual IRS requirement).
02
Check in at the lobby kiosk to join the day's waitlist.
03
Watch for confirmation + on-deck texts.
04
If capacity is reached, leave docs for Drop-Off or return another day.